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Michael Craig Foltz

BALASA DINVERNO FOLTZ LLC·ITASCA, Illinois
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500 PARK BOULEVARD, ITASCA, IL 60143CRD# 1457668Firm CRD# 113630
01

About

Michael Craig Foltz 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BALASA DINVERNO FOLTZ LLC
BALASA DINVERNO FOLTZ LLC
AUM
$5.9B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at BALASA DINVERNO FOLTZ LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1457668
Firm CRD# 113630
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Craig Foltz offer?
Michael Craig Foltz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ITASCA, Illinois for a consultation.
What are Michael Craig Foltz's credentials?
Michael Craig Foltz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Craig Foltz located?
Michael Craig Foltz 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 Michael Craig Foltz charge for services?
Michael Craig Foltz'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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Other advisors in ITASCA
Armond Alfred Dinverno — BALASA DINVERNO FOLTZ LLCSusan Chase Korin — BALASA DINVERNO FOLTZ LLCBarry Donald Leslie — LESLIE GLOBAL WEALTH, LLCFrank Nicholas Domeisen — GALLAGHER FIDUCIARY ADVISORS, LLCMark Edward Balasa — BALASA DINVERNO FOLTZ LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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