RIA Intel›Advisers›Connecticut›BALANCED VIEW CAPITAL, LLC

BALANCED VIEW CAPITAL, LLC

Advisory

CT

Data as of Jun 9, 2023 · Source: SEC Form ADV

Rank in CT
#1,136
of 1,312 advisers by AUM
Average account
$515K
across 40 accounts
AUM per adviser
$21M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 9, 2023.

Total AUM
$21M
Discretionary %
100%
Clients
18
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

THE FINANCIAL ADVANTAGE GROUP, LLC
$21M
SHINE FINANCIAL SERVICES, LLC
$21M
RIOUX & COMPANY, LLC
$20M
0.0% 1Y
WAYPOINT STRATEGIC WEALTH LLC
$21M
STONE BEACH INVESTMENT MANAGEMENT, LLC
NEW CANAAN, CT
$21M
-47.6% 1Y
JHC CAPITAL MANAGEMENT, LLC
GREENWICH, CT
$21M
-49.7% 1Y

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