BALANCED ASSET STRATEGIES, LTD.

BALANCED ASSET STRATEGIES, LTD. of LA GRANGE, IL is an SEC-registered investment adviser (CRD 153520). Regulatory assets under management: $133.6M.

Registration

• CRD: 153520
• SEC file number: 801-129990
• Type: Registered investment adviser
• Location: 82 S. LA GRANGE ROAD, SUITE 204, LA GRANGE, IL, 60525
• Phone: 312-759-5172
• Latest filing: 2025-03-19
• Regulatory AUM: $133.6M
• Discretionary AUM: $133.6M
• Clients: 3
• Accounts: 328

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153520 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search