Balanz

Who works here

• CS
  Christopher Jason Shea
• DD
  Diego Fernando Daza
• ES
  Eric Ramon Simon
• FT
  Federico Eduardo Francia Telesca
• FL
  Fernando Jose Lanus
• JD
  John Debrito
• KB
  Kevin Ives Barros
• RM
  Rafael Leonardo Mendoza

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management

Balanz

Legal name: Balanz Advisors LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

322263