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- Custodian
- Northern Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2014
- Office Locations
- 1
Office Locations
About Balance Investments
Balance Investments is a Statesville, NC advisory firm serving individuals, families, and businesses with integrated financial planning, investment management, and insurance solutions. Led by president and investment advisor Herman Brunson, the firm emphasizes a “Balanced Approach” to building long-term strategies. Public profile data indicates portfolios are implemented primarily with ETFs.
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Owner & Executives
HERMAN ADOLPHUS BRUNSON JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5667467
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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