Balanced View Capital, LLC
Balanced View Capital, LLC (CRD# 170136) is a financial advisory firm headquartered in Westport, CT. They manage $9,600,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$259,459
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Mark Guglielmi (CRD# 5685078) is an Investment Advisor Representative working at Balanced View Capital, LLC in Westport, CT and has over 7 years of experience in the finance industry.