BALANCING LIFE FINANCIAL PLANNING

BALANCING LIFE FINANCIAL PLANNING of ORANGE, CA is an SEC-registered investment adviser (CRD 305808). Regulatory assets under management: $19.3M.

Registration

• CRD: 305808
• Type: Registered investment adviser
• Location: 900 E. KATELLA AVE SUITE B, ORANGE, CA, 92867
• Phone: (714) 771-7570
• Latest filing: 2026-01-29
• Regulatory AUM: $19.3M
• Discretionary AUM: $19.3M
• Clients: 2
• Accounts: 50

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305808 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search