BALASA DINVERNO FOLTZ LLC

ITASCA, Illinois·5 registered advisors·CRD# 113630

SEC# 801-603680630-875-4900

01

Firm Overview

AUM

$5.9B

Regulatory assets under management

Employees

47

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BALASA DINVERNO FOLTZ LLC

5 registered advisors

Armond Alfred Dinverno

ITASCA, Illinois

Chad David Carlson

ITASCA, Illinois

Mark Edward Balasa

ITASCA, Illinois

Michael Craig Foltz

ITASCA, Illinois

Susan Chase Korin

ITASCA, Illinois

05

Office Locations

ITASCA, Illinois

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Data sourced from SEC Form ADV filings. BALASA DINVERNO FOLTZ LLC (CRD# 113630) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.