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
Balanced View Capital, LLC
By the Numbers
-
Total Assets Under Management21MILLION
-
Total Number of Accounts40ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Balanced View Capital, LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.