Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Financial Balance Group
- ·The full record, as it builds
Funding rounds
No funding rounds for Financial Balance Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Financial Balance Group
Financial Balance Group is a Rockville, MD based private company whose line of business is Insurance agent/broker
- Sector
- Financial Services
- HQ
- Rockville, MD, United States
- Employees
- 25
- Website
- financialbalance.com/
- Ownership
- Privately Held (no backing)
Financial Balance Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Financial Balance Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Financial Balance Group in its N-PORT filings yet. We sweep new filings monthly.