Unclaimed Profile

Mark Edward Balasa

BALASA DINVERNO FOLTZ LLC·ITASCA, Illinois

Clean recordBALASA DINVERNO FOLTZ LLC

500 PARK BOULEVARD, ITASCA, IL 60143CRD# 1435616Firm CRD# 113630

Profile Verification

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

Identity

Mark Edward Balasa · ITASCA, IL

Registration

CRD #1435616 · BALASA DINVERNO FOLTZ LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Edward Balasa is a registered financial advisor based in ITASCA, Illinois, affiliated with BALASA DINVERNO FOLTZ LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BALASA DINVERNO FOLTZ LLC

AUM

$5.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BALASA DINVERNO FOLTZ LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1435616

Firm CRD# 113630

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Edward Balasa offer?

Mark Edward Balasa specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ITASCA, Illinois for a consultation.

What are Mark Edward Balasa's credentials?

Mark Edward Balasa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Edward Balasa located?

Mark Edward Balasa is based in ITASCA, Illinois, working with BALASA DINVERNO FOLTZ LLC. Their office serves clients in the ITASCA metropolitan area and surrounding communities.

How does Mark Edward Balasa charge for services?

Mark Edward Balasa's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALASA DINVERNO FOLTZ LLC?

BALASA DINVERNO FOLTZ LLC has approximately 47 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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