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BALANCED WEALTH GROUP LLC

Tel: (440) 871-6501
1991 Crocker Road
Suite 300
Westlake, Ohio  44145

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BALANCED WEALTH GROUP LLC

BALANCED WEALTH GROUP LLC is a Westlake, Ohio based financial advisory firm with nearly $419,910,000 in assets under management and provides investment advisory services for 1552 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

328007

SEC#:

801-128997

No. of Clients:

1552

Assets under Management

$419,910,000

No. of Advisors:

9

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