B
CRD: 330275
Balanced Financial Advisors
Sausalito, CA
4156869489
$22.6M Total AUM
$22.5M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2024
- Office Locations
- 1
Office Locations
-- Sausalito CA
About Balanced Financial Advisors
Balanced Financial Advisors is a Sausalito-based RIA. The firm has been operating for 2 years. Managing $22.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$22.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Timber Beacon signal
Investment Themes
Prime Matrix Timber Quantum atlas
Investment Vehicles
Value legacy
Services
Zenith Glacier Radial value Peak Pioneer Momentum signal Catalyst vector Crest
Owner & Executives
L
LAURA GORMAN CHERNOV
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4606911
- Ownership
- 75% or more
(690) 578-3196
summit.frontier@radialcapital.com
in linkedin.com/in/summit-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,464,136 | -- |
| Non-Discretionary | $107,134 | -- |
| Total | $22,571,270 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,571,270
Public Funds:
41.1% Equity - Exchange:
14.8% Cash:
34.2% Private Funds:
9.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $721,401,491 | 41.1% |
| Equity - Exchange | $259,774,746 | 14.8% |
| Cash | $600,290,292 | 34.2% |
| Private Funds | $173,768,243 | 9.9% |
| Total | $1,755,234,772 | 100.0% |