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Balanced Asset Strategies, Ltd.

CRD 153520SEC# 801-129990La Grange, IL
Export (members)
No longer SEC-registered. Balanced Asset Strategies, Ltd. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$133.6M
Employees
3
Accounts
328
Location
La Grange, IL

Balanced Asset Strategies, Ltd. assets under management

Balanced Asset Strategies, Ltd. is an SEC-registered investment adviser based in La Grange, IL. It reports $133.6 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Balanced Asset Strategies, Ltd. owners & executives

1 reported
NameTitleOwnershipSince
James Gazis ControlPresident, Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Balanced Asset Strategies, Ltd. manage?

Balanced Asset Strategies, Ltd. reports $133.6 million in regulatory assets under management on its Form ADV.

How many employees does Balanced Asset Strategies, Ltd. have?

Balanced Asset Strategies, Ltd. reports 3 employees.

Where is Balanced Asset Strategies, Ltd. located?

Balanced Asset Strategies, Ltd. is based in La Grange, IL.

Does Balanced Asset Strategies, Ltd. disclose fund performance?

Balanced Asset Strategies, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address82 S. la Grange Road, Suite 204, La Grange, IL 60525
Office hours8:00 - 5:00
Discloses disciplinary historyNo

Assets under management

Discretionary$133.6M
Non-discretionary$0
Total (RAUM)$133.6M