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Building 2BALASA DINVERNO FOLTZ LLC

Map pinITASCA, IL
Phone630-875-4900
NotebookSEC #801-60368
Total AUM
$5.9B
Employees
47
Clients
1,541

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 PIERCE PLACE
SUITE 1900
ITASCA
IL 60143
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
630-875-4900

ReceiptFinancials

Total AUM
$5.9B
Accounts
6,756
Discretionary
$5.9B
Accounts
6,756
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
327
AUM
$123.3M
HNW Individual Clients
1,187
AUM
$5.6B
Pension/Profit Sharing Plan Clients
17
AUM
$122.7M
Charitable Organization Clients
5
AUM
$27.3M
Government Entity Clients
1
AUM
$50.3M
Corporation or Business Clients
4
AUM
$19.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAIDILINLAMAMDMIMNMONCNENHNJNYOHPASCTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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