Balanced Capital

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

2158 S 60, Heber City, Utah, 84032, Unit...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1
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1

About Balanced Capital

Balanced Capital is a fiduciary financial planning firm located in Heber City, Utah, serving clients in the Wasatch Back region. The company emphasizes simple, transparent pricing and offers comprehensive financial advice, including investment, tax, retirement, insurance, and estate planning services. With a commitment to transparency and no conflicts of interest, Balanced Capital ensures clients understand their financial plans without hidden fees or jargon. The firm operates virtually, providing flexible meeting options to accommodate clients' schedules.Explore more
Balanced Capital's Social MediaPopular SearchesBalanced CapitalBalanced Capital InvestmentsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Balanced Capital

<$5M
1-10
Private
-
2021
N/A
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2016
<$5M
1-10
Private
-
1999
JH
Jordan HicksInvestment Advisor & Representative & Manager, Office
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

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Activity Insights

Balanced Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Balanced Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Balanced Capital.

Balanced Capital Tech Stack

A closer look at the technologies used by Balanced Capital

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Frequently Asked Questions Regarding Balanced Capital

What is Balanced Capital's official website?
Balanced Capital's official website is www.balanced-capital.com
What is Balanced Capital's Revenue?
Balanced Capital's revenue is <$5 Million
What is Balanced Capital's SIC code?
Balanced Capital's SIC: 62,628
What is Balanced Capital's NAICS code?
Balanced Capital's NAICS: 52,523
How many employees does Balanced Capital have?
Balanced Capital has 1-10 employees
What industry does Balanced Capital belong to?
Balanced Capital is in the industry of: Finance, Securities Trading
What is Balanced Capital competition?
Balanced Capital top competitors include: Fee-Only Financial Advisors, Hicks Financial Partners, Lince Financial Planning, RLS Wealth
What technology does Balanced Capital use?
Some of the popular technologies that Balanced Capital uses are: NS1, Google Universal Analytics, Squarespace Online Stores, YouTube
What does Balanced Capital do?

Balanced Capital is a fiduciary financial planning firm located in Heber City, Utah, serving clients in the Wasatch Back region. The company emphasizes simple, transparent pricing and offers comprehensive financial advice, including investment, tax, retirement, insurance, and estate planning services. With a commitment to transparency and no confli... cts of interest, Balanced Capital ensures clients understand their financial plans without hidden fees or jargon. The firm operates virtually, providing flexible meeting options to accommodate clients' schedules.Read More

What are Balanced Capital social media links?
Balanced Capital Linkedin page
Is Balanced Capital a public company?
Balanced Capital is private company therefore does not currently have an official ticker symbol
See more information about Balanced Capital

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