Balanced Investment Advisors, LLC

Balanced Investment Advisors, LLC (CRD# 304976) is a financial advisory firm headquartered in Cedar Rapids,, IA. They manage $32,285,954 in 120 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Armstrong Center 222 Third Ave Se, Suite 501, Cedar Rapids,, IA 52401
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $269,050
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, TX, WA

Financial Advisors at Balanced Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Suresh Basnet, financial advisor Cedar Rapids, IA
Suresh Basnet
CRD#: 4426976
Armstrong Center 222 Third Ave Se, Suite 501, Cedar Rapids,, IA 52401

Suresh Basnet (CRD# 4426976) is an Investment Advisor Representative working at Balanced Investment Advisors, LLC in Cedar Rapids,, IA and has over 18 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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