BALANZ ADVISORS LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 322263). Regulatory assets under management: $152.6M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Alfred Arthur Lucier | CEO/MANAGING DIRECTOR; MANAGING DIRECTOR | — |
| Claudio Federico Porcel | SHAREHOLDER | — |
| Isabel Noemi Pita | SHAREHOLDER | — |
| Juan Carlos Bernardez | SHAREHOLDER | — |
| Octavio Bernardez | SHAREHOLDER | — |
| Philippe Roger Gonzales | CCO | — |
| Richard Leo Ganter | CEO, PRINCIPAL | — |
| Marc A Morell | CCO | — |
| HWANG ERIC PAUL | CHIEF COMPLIANCE OFFICER | — |
| GANTER RICHARD LEO | CEO, PRINCIPAL | — |
| LUCIER ALFRED ARTHUR | MANAGING DIRECTOR | — |
| PORCEL CLAUDIO FEDERICO | SHAREHOLDER | — |
| PITA ISABEL NOEMI | SHAREHOLDER | — |
| BERNARDEZ JUAN CARLOS | SHAREHOLDER | — |
| BERNARDEZ OCTAVIO | SHAREHOLDER | — |
| GENDLER GABRIEL ENRIQUE | CHIEF COMPLIANCE OFFICER | — |
| PIEDRAHITA JORGE A | CHIEF COMPLIANCE OFFICER | — |
| Morell Marc A | CCO | — |