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Privacy Policy

Last Updated: 2026-02-14

Identity and Operator

This Privacy Policy applies to the website balanceassetmanagement.com (the "Site"), which is operated by Balanced Trading LLC dba Balance Asset Management. Our mailing address is 691 S. Milpitas Blvd, Suite 212, Milpitas, CA 95035. We are organized and operate under the laws of the United States. For questions about this policy or our data practices, you may reach us by email at contact@balanceassetmanagement.com.

Information We Collect

When you subscribe to receive educational materials such as our Market Basics Checklist, or when you otherwise interact with our Site, we may collect the following categories of personal information that you voluntarily provide:

  • First name and last name
  • Email address
  • Mobile phone number

We may also automatically collect non-personal information, including browser type, device identifiers, IP address, pages visited, referring URLs, and interaction data through standard web analytics technologies.

How We Use Your Information

We use the information we collect to:

  • Deliver the educational materials and checklist you requested
  • Send you relevant educational content and updates with your consent
  • Communicate via SMS if you have expressly opted in
  • Improve our website, content, and user experience
  • Comply with applicable legal obligations

Data Sharing

We do not sell, rent, or share your personal data to any third parties. Your information is used solely by Balance Asset Management for the purposes described in this Privacy Policy. We do not provide, license, or disclose your personal information to outside organizations for their own use.

SMS and Mobile Data

We do not sell, rent, lease, or share your mobile phone number or SMS opt-in data with any third parties, affiliates, or partners for their own marketing or promotional purposes.

When you opt in to receive SMS messages from Balance Asset Management, your consent is not a condition of purchasing any goods or services. Message frequency varies. Standard message and data rates may apply. You may opt out at any time by replying STOP, QUIT, END, CANCEL, or UNSUBSCRIBE to any message. Reply HELP for assistance. After opting out, you will receive one final confirmation message.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by applicable law. You may request deletion of your data at any time by contacting us.

Cookies and Tracking Technologies

Our Site may use cookies and similar tracking technologies to enhance your browsing experience and gather aggregate analytics data. You can control cookie preferences through your browser settings. Disabling cookies may limit certain functionality on the Site.

Do Not Sell or Share My Personal Information

Under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), California residents have the right to opt out of the sale or sharing of their personal information, including the right to opt out of cross-context behavioral advertising.

Balance Asset Management does not sell or share your personal information to any third parties, as those terms are defined under the CCPA and CPRA. We do not sell or share your personal data for monetary or other valuable consideration. We do not use your personal information for cross-context behavioral advertising. Your mobile phone number and any information collected through our SMS program is not sold or shared for third-party marketing purposes.

If you wish to exercise your rights under the CCPA/CPRA, including the right to opt out of any future sale or sharing of your personal information, you may submit a request by emailing contact@balanceassetmanagement.com with the subject line "Do Not Sell or Share My Personal Information." We will process your request in accordance with applicable law and respond within the timeframe required by the CCPA/CPRA.

Your Privacy Rights

Depending on your jurisdiction, you may have the right to:

  • Request access to the personal data we hold about you
  • Request correction of inaccurate personal data
  • Request deletion of your personal data
  • Request portability of your personal data
  • Restrict or object to certain processing activities
  • Opt out of the sale or sharing of your personal information

To exercise any of these rights, please contact us at contact@balanceassetmanagement.com. We will respond to your request within the timeframe required by applicable law. We will not discriminate against you for exercising any of your privacy rights.

Age Restriction

Our Site and services are intended for individuals who are at least 18 years of age. We do not knowingly collect personal information from anyone under the age of 18. If we become aware that we have inadvertently collected data from an individual under 18, we will take steps to delete that information promptly.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. The revised policy will be posted on this page with an updated date. We encourage you to review this page periodically.

Contact Us

If you have questions or concerns about this Privacy Policy, your personal data, or your privacy rights, you may contact us by: