# BALANZ ADVISORS LLC

BALANZ ADVISORS LLC of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 322263
- Type: SEC-registered investment adviser
- SEC file number: 801-126818
- Location: 2811 PONCE DE LEON BLVD., SUITE 710, CORAL GABLES, FL, 33134
- Phone: 786 292-7009
- Latest filing: 2026-04-02
- Regulatory AUM: $152.6M
- Discretionary AUM: $29.6M
- Non-discretionary AUM: $123.0M
- Clients: 11
- Accounts: 66

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (18)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322263/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322263/similar
- Related entities: https://search.stillhousedata.com/firm/322263/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322263

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.