Balanstone, LLC
Balanstone, LLC (CRD# 242796) is a financial advisory firm headquartered in Newton, MA. They manage $7,219,611 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$1,031,373
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Balanstone, LLC
1
Ichiro Ishiguro (CRD# 6521272) is an Investment Advisor Representative working at Balanstone, LLC in Newton, MA and has 1 year of experience in the finance industry.
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