# BALANCED FINANCIAL ADVISORS

BALANCED FINANCIAL ADVISORS is an SEC-registered investment adviser.

## Registration

- CRD: 330275
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330275/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330275/similar
- Related entities: https://search.stillhousedata.com/firm/330275/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330275

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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.