BALANCED FINANCIAL ADVISORS

BALANCED FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 330275). Regulatory assets under management: $22.6M.

Registration

• CRD: 330275
• Type: Registered investment adviser
• Phone: 415-686-9489
• Latest filing: 2026-06-05
• Regulatory AUM: $22.6M
• Discretionary AUM: $22.5M
• Non-discretionary AUM: $107K
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330275 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search