BALANCE FINANCIAL SERVICES, INC.

BALANCE FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 116586). Regulatory assets under management: $10.7M.

Registration

• CRD: 116586
• Type: Registered investment adviser
• Phone: 847-382-9032
• Latest filing: 2026-01-26
• Regulatory AUM: $10.7M
• Non-discretionary AUM: $10.7M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116586 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search