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Thomas L Balis

BALIS ENTERPRISES LLC·CHESTER SPRINGS, Pennsylvania
Unclaimed Profile
1881 HORSESHOE TRL, CHESTER SPRINGS, PA 19425CRD# 4626837Firm CRD# 315130
01

About

Thomas L Balis is a registered financial advisor based in CHESTER SPRINGS, Pennsylvania, affiliated with BALIS ENTERPRISES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
BALIS ENTERPRISES LLC
CORNERSTONE PORTFOLIO RESEARCH
AUM
$1.4B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BALIS ENTERPRISES LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4626837
Firm CRD# 315130
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas L Balis offer?
Thomas L Balis specializes in Investment Management, Wealth Management. Contact their office in CHESTER SPRINGS, Pennsylvania for a consultation.
What are Thomas L Balis's credentials?
Thomas L Balis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas L Balis located?
Thomas L Balis is based in CHESTER SPRINGS, Pennsylvania, working with BALIS ENTERPRISES LLC. Their office serves clients in the CHESTER SPRINGS metropolitan area and surrounding communities.
How does Thomas L Balis charge for services?
Thomas L Balis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALIS ENTERPRISES LLC?
BALIS ENTERPRISES LLC has approximately 5 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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