BALIS ENTERPRISES LLC

CORNERSTONE PORTFOLIO RESEARCH
1 registered advisor·CRD# 315130
SEC# 801-1216344484-631-3684
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at BALIS ENTERPRISES LLC

1 registered advisor
Thomas L Balis
CHESTER SPRINGS, Pennsylvania
05

Office Locations

CHESTER SPRINGS, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. BALIS ENTERPRISES LLC (CRD# 315130) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.