Strategic Balance, LLC

Strategic Balance, LLC (CRD# 126749) is a financial advisory firm headquartered in Richmond, VA. They manage $10,720,348 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $10,720,348
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Strategic Balance, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott E. Brown
CRD#: 1994838
2800 N. Parham Road, Suite 101, Richmond, VA 23294
96
Wealthminder
score

Scott Brown (CRD# 1994838) is an Investment Advisor Representative working at Strategic Balance, LLC in Richmond, VA and has over 26 years of experience in the finance industry.

2
Robert L. Brown
CRD#: 1280315
2800 N. Parham Road, Suite 101, Richmond, VA 23294
93
Wealthminder
score

Robert Brown (CRD# 1280315) is an Investment Advisor Representative working at Strategic Balance, LLC in Richmond, VA and has over 32 years of experience in the finance industry.

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