Balance Investments

Balance Investments (CRD# 173163) is a financial advisory firm headquartered in , . They manage $1,600,000 in 51 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.balance-investments.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $31,373
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, NC

Financial Advisors at Balance Investments
Showing 1 - 1 of 1 top financial advisors.
1
Herman Brunson, financial advisor Statesville NC
Herman A. Brunson
CRD#: 5667467
Statesville, NC

Herman Brunson (CRD# 5667467) is an Investment Advisor Representative working at Balance Investments in Statesville, NC and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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