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Ceo/managing Director · Balanz

Alfred A. Lucier

CRD 2872941 · Named on Form ADV at one SEC-registered adviser

At a glance

Balanz, an SEC-registered asset manager based in Coral Gables, FL with $153 million in regulatory assets, lists Alfred A. Lucier on its Form ADV as Ceo/managing Director, a control person.

Firms and roles

  • BalanzCeo/managing DirectorAsset manager · Coral Gables, FL · $153M in regulatory assets

AtlasMembers

Alfred’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alfred’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.