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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Balanced Asset Strategies Ltd
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|---|---|
| CRD # | 153520 |
| SEC # | 801-129990 |
| CIK # | |
| AUM | $133.6 M (2025-03-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 312-759-5172 |
| Address | 82 S La Grange Road La Grange, IL 60525 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 21.1 |
| (b) Individuals (high net worth individuals) | 47 | 110.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 133.6 |
| By Discretionary | ||
| Discretionary | 328 | 133.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 328 | 133.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.6 | |
| Total | 328 | 133.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hanseatic Management Services Inc
✚
|
NM | 0.1 |
|
E6 Portfolios
✚
|
UT | 0.1 |
|
Sandena Inc
✚
|
CA | 0.1 |
|
BHK Securities LLC
✚
|
AL | 0.1 |
|
van der Noord Financial Advisors Inc
✚
|
SC | 0.1 |
|
Waypoints Financial LLC
✚
|
FL | 0.1 |
|
Cabin Advisors LLC
✚
|
KS | 0.1 |
|
Pathways Wealth Management Inc
✚
|
0.1 | |
|
Excomp Asset Management Ltd
✚
|
NY | 0.1 |
|
Todd Wealth Management LLC
✚
|
FL | 0.1 |