Unclaimed Profile

Aaron Christopher Balsam

STAIRWAY PARTNERS, LLC·CHICAGO, Illinois

Clean recordSTAIRWAY PARTNERS, LLC

209 SOUTH LASALLE STREET, CHICAGO, IL 60604-1447CRD# 3131638Firm CRD# 133157

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Christopher Balsam · CHICAGO, IL

Registration

CRD #3131638 · STAIRWAY PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Aaron Christopher Balsam is a registered financial advisor based in CHICAGO, Illinois, affiliated with STAIRWAY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

STAIRWAY PARTNERS, LLC

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STAIRWAY PARTNERS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3131638

Firm CRD# 133157

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aaron Christopher Balsam offer?

Aaron Christopher Balsam specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Aaron Christopher Balsam's credentials?

Aaron Christopher Balsam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Christopher Balsam located?

Aaron Christopher Balsam is based in CHICAGO, Illinois, working with STAIRWAY PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Aaron Christopher Balsam charge for services?

Aaron Christopher Balsam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAIRWAY PARTNERS, LLC?

STAIRWAY PARTNERS, LLC has approximately 5 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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