BALANCED ASSET STRATEGIES, LTD.

LA GRANGE, Illinois·1 registered advisor·CRD# 153520
SEC# 801-1299900312-759-5172
01

Firm Overview

AUM
$122M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BALANCED ASSET STRATEGIES, LTD.

1 registered advisor
James Gazis
LA GRANGE, Illinois
05

Office Locations

LA GRANGE, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. BALANCED ASSET STRATEGIES, LTD. (CRD# 153520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.