Balanced Asset Strategies, Ltd.
CRD 153520SEC# 801-129990La Grange, IL
No longer SEC-registered. Balanced Asset Strategies, Ltd. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$133.6M
Employees
3
Accounts
328
Location
La Grange, IL
Balanced Asset Strategies, Ltd. assets under management
Balanced Asset Strategies, Ltd. is an SEC-registered investment adviser based in La Grange, IL. It reports $133.6 million in regulatory assets under management and employs 3 people.
Balanced Asset Strategies, Ltd. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Gazis Control | President, Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Balanced Asset Strategies, Ltd. manage?
Balanced Asset Strategies, Ltd. reports $133.6 million in regulatory assets under management on its Form ADV.
How many employees does Balanced Asset Strategies, Ltd. have?
Balanced Asset Strategies, Ltd. reports 3 employees.
Where is Balanced Asset Strategies, Ltd. located?
Balanced Asset Strategies, Ltd. is based in La Grange, IL.
Does Balanced Asset Strategies, Ltd. disclose fund performance?
Balanced Asset Strategies, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 82 S. la Grange Road, Suite 204, La Grange, IL 60525 |
| Office hours | 8:00 - 5:00 |
| Discloses disciplinary history | No |
Regulatory AUM
$133.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$133.6Mregulatory AUM
Discretionary $133.6M