# BALASA DINVERNO FOLTZ LLC

BALASA DINVERNO FOLTZ LLC of ITASCA, IL is an SEC-registered investment adviser.

## Registration

- CRD: 113630
- Type: SEC-registered investment adviser
- SEC file number: 801-60368
- Location: 2 PIERCE PLACE, SUITE 1900, ITASCA, IL, 60143
- Phone: 630-875-4900
- Latest filing: 2023-03-01
- Regulatory AUM: $5.9B
- Discretionary AUM: $5.9B
- Clients: 47
- Accounts: 6,756

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| CARLSON PETER DAVID | PRESIDENT & CHIEF INVESTMENT OFFICER; PRESIDENT & CO-CHIEF INVESTMENT OFFICER | — |
| BALASA MARK EDWARD | CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER, SECRETARY; CO-PRESIDENT (+2 more) | — |
| DINVERNO ARMOND ALFRED | CO-CHIEF EXECUTIVE OFFICER, PRESIDENT; CO-CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER; CO-PRESIDENT (+3 more) | — |
| FOLTZ MICHAEL CRAIG | VICE PRESIDENT; VICE PRESIDENT,CHIEF COMPLIANCE OFFICER; VICE PRESIDENT,CHIEF COMPLIANCE OFFICER, SECRETARY (+1 more) | — |
| NAKAMURA LARRY TRISTON | CHIEF COMPLIANCE OFFICER | — |
| HOFFMAN DANIEL | VICE PRESIDENT | — |
| KORIN SUSAN CHASE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113630/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113630/similar
- Related entities: https://search.stillhousedata.com/firm/113630/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113630

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.