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Building 2BALANCE SHEET SOLUTIONS LLC

Map pinNAPERVILLE, IL
Phone630-276-2846
NotebookSEC #801-63345
Total AUM
$908.5M
Employees
28
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
184 SHUMAN BLVD
SUITE 400
NAPERVILLE
IL 60563
United States
Operating Hours
8:00 A.M. - 5:00 P.M. CT
Monday - Friday
Phone
630-276-2846
Other Offices
2

ReceiptFinancials

Total AUM
$908.5M
Accounts
22
Discretionary
$0
Accounts
0
Non-Discretionary
$908.5M
Accounts
22

ContactClients

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Other Clients
22
AUM
$908.5M
Description of Other Clients
CREDIT UNIONS

Briefcase businessServices

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Services Offered
EducationInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR CREDIT UNIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
COILNY

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

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