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Building 2BALANCED ASSET STRATEGIES, LTD.

Map pinLA GRANGE, IL
Phone312-759-5172
NotebookSEC #801-129990
Total AUM
$133.6M
Employees
3
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
82 S. LA GRANGE ROAD
SUITE 204
LA GRANGE
IL 60525
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
312-759-5172

ReceiptFinancials

Total AUM
$133.6M
Accounts
328
Discretionary
$133.6M
Accounts
328
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$21.1M
HNW Individual Clients
47
AUM
$110.4M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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