Balanced View Capital, LLC

Balanced View Capital, LLC (CRD# 170136) is a financial advisory firm headquartered in Westport, CT. They manage $20,600,453 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 3354, Westport, CT 06880
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $515,011
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Balanced View Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Guglielmi, financial advisor Westport CT
Mark Guglielmi
CRD#: 5685078
Westport, CT

Mark Guglielmi (CRD# 5685078) is an Investment Advisor Representative working at Balanced View Capital, LLC in Westport, CT 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals