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| Balanced Asset Strategies Ltd
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| |
|---|---|
| CRD # | 153520 |
| SEC # | 801-129990 |
| CIK # | |
| AUM | $121.7 MM (2024-03-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 312-759-5172 |
| Address | 82 S La Grange Road La Grange, IL 60525 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 23.0 |
| (b) Individuals (high net worth individuals) | 40 | 96.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 354 | 121.7 |
| By Discretionary | ||
| Discretionary | 354 | 121.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 354 | 121.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.7 | |
| Total | 354 | 121.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bautis Financial LLC
✚
|
NJ | 0.1 |
|
Genereux Investment Management Inc
✚
|
CO | 0.1 |
|
O'Connell Investment and Insurance Services LLC
✚
|
OR | 0.1 |
|
Davivienda Investment Advisor USA LLC
✚
|
FL | 0.1 |
|
Dimensions Wealth Management LLC
✚
|
CA | 0.1 |
|
GeoVest Advisors Inc
✚
|
NY | 0.1 |
|
Financial Partners LLC
✚
|
NM | 0.1 |
|
Intercam Advisors Inc
✚
|
FL | 0.1 |
|
Rochester Wealth Strategies LLC
✚
|
MI | 0.1 |
|
McCarley & Cook LLC
✚
|
OH | 0.1 |