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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Balis Enterprises LLC
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|---|---|
| CRD # | 315130 |
| SEC # | 801-121634 |
| CIK # | |
| AUM | $1.8 B (2025-02-18) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 484-631-3684 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 6 | 1,848.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,995 | 1,848.6 |
| By Discretionary | ||
| Discretionary | 4,995 | 1,848.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,995 | 1,848.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,848.6 | |
| Total | 4,995 | 1,848.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
van Hulzen Asset Management LLC
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|
CA | 1.9 |
|
Albion Management Group
✚
|
UT | 1.9 |
|
Rather & Kittrell Inc
✚
|
TN | 1.9 |
|
Private Wealth Asset Management LLC
✚
|
NE | 1.8 |
|
Traynor Capital Management Inc
✚
|
PA | 1.8 |
|
United Asset Strategies Inc
✚
|
NY | 1.8 |
|
The Investment Counsel Company of Nevada
✚
|
NV | 1.8 |
|
AMI Asset Management Corp
✚
|
CA | 1.8 |
|
Redhawk Wealth Advisors Inc
✚
|
MN | 1.8 |
|
Expand Financial LLC
✚
|
1.8 |