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BALANCE CASH MANAGEMENT INC.

SAN FRANCISCO, CA · CRD 333867 · IAPD ↗ · 916 205 9676

$11.6MRegulatory AUM
2Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
February 2025 — BALANCE CASH MANAGEMENT INC. (SAN FRANCISCO, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.