Overview
Assets Under Management: $134 million
Headquarters: LA GRANGE, IL
High-Net-Worth Clients: 47
Average Client Assets: $2.3 million
Frequently Asked Questions
BALANCED ASSET STRATEGIES, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153520), BALANCED ASSET STRATEGIES, LTD. is subject to fiduciary duty under federal law.
BALANCED ASSET STRATEGIES, LTD. is headquartered in LA GRANGE, IL.
BALANCED ASSET STRATEGIES, LTD. serves 47 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, BALANCED ASSET STRATEGIES, LTD. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BALANCED ASSET STRATEGIES, LTD. manages $134 million in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, BALANCED ASSET STRATEGIES, LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.67%
Average Client Assets: $2.3 million
Total Client Accounts: 328
Discretionary Accounts: 328
Regulatory Filings
CRD Number: 153520
Filing ID: 1953116
Last Filing Date: 2025-03-19 12:36:00