B
CRD: 170136
Balanced View Capital, LLC
Westport, CT
2034514456
$20.6M Total AUM
$20.6M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-21-2014
- Office Locations
- 1
Office Locations
-- Westport CT
About Balanced View Capital, LLC
Balanced View Capital, LLC is a Westport-based RIA. The firm has been operating for 12 years. Managing $20.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$20.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Delta
Client Personas
Pathway peak
Investment Vehicles
Oak alpha
Services
Pioneer ember Vital legacy
Owner & Executives
M
MARK GUGLIELMI
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Principal
- CRD
- #5685078
- Ownership
- 75% or more
(303) 739-2934
peak.alpha@primecapital.com
in linkedin.com/in/atlas-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,600,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,600,453 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,600,453
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $470,044,467 | 100.0% |
| Total | $470,044,467 | 100.0% |