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James Gazis

BALANCED ASSET STRATEGIES, LTD.·LA GRANGE, Illinois
Unclaimed Profile
82 S. LA GRANGE ROAD, LA GRANGE, IL 60525CRD# 2435740Firm CRD# 153520
01

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.

02

Focus Areas

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

Firm Overview

Firm
BALANCED ASSET STRATEGIES, LTD.
BALANCED ASSET STRATEGIES, LTD.
AUM
$122M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BALANCED ASSET STRATEGIES, LTD. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2435740
Firm CRD# 153520
No disclosures on file
View on FINRA BrokerCheck →

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05

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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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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