CRD: 304976
Balanced Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company · Jackson National Life · TD Ameritrade · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- PathwayEagle optima +more
- Established Date
- 01-16-2020
- Office Locations
- 1
Office Locations
About Balanced Investment Advisors, LLC
Balanced Investment Advisors, LLC provides personalized financial and retirement planning and discretionary portfolio management for individuals and families. The team is led by founder/portfolio manager Suresh Basnet alongside strategy and planning professionals. Portfolios are primarily ETF-based with a modest allocation to investment-grade and government bonds, supporting diversified, goals-based strategies. Custody includes Charles Schwab.
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Owner & Executives
Suresh Basnet
Chief Compliance Officer, Chief Executive Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4426976
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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David L Knutson
--
- CRD
- #1050224
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,269,754 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,269,754 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,269,754
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $664,031,380 | 20.1% |
| Public Funds | $1,972,272,308 | 59.7% |
| Cash | $667,335,019 | 20.2% |
| Total | $3,303,638,707 | 100.0% |