Unclaimed Profile

James Gazis

BALANCED ASSET STRATEGIES, LTD.·LA GRANGE, Illinois

Clean recordBALANCED ASSET STRATEGIES, LTD.

82 S. LA GRANGE ROAD, LA GRANGE, IL 60525CRD# 2435740Firm CRD# 153520

Profile Verification

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

Identity

James Gazis · LA GRANGE, IL

Registration

CRD #2435740 · BALANCED ASSET STRATEGIES, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Gazis is a registered financial advisor based in LA GRANGE, Illinois, affiliated with BALANCED ASSET STRATEGIES, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BALANCED ASSET STRATEGIES, LTD.

AUM

$122M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BALANCED ASSET STRATEGIES, LTD. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2435740

Firm CRD# 153520

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Gazis offer?

James Gazis specializes in Financial Planning, Investment Management. Contact their office in LA GRANGE, Illinois for a consultation.

What are James Gazis's credentials?

James Gazis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Gazis located?

James Gazis is based in LA GRANGE, Illinois, working with BALANCED ASSET STRATEGIES, LTD.. Their office serves clients in the LA GRANGE metropolitan area and surrounding communities.

How does James Gazis charge for services?

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

How large is BALANCED ASSET STRATEGIES, LTD.?

BALANCED ASSET STRATEGIES, LTD. has approximately 4 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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