# BALANCED ASSET STRATEGIES, LTD.

BALANCED ASSET STRATEGIES, LTD. of LA GRANGE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 153520
- Type: SEC-registered investment adviser
- SEC file number: 801-129990
- 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)

| Name | Role | Location |
| --- | --- | --- |
| James Gazis | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| GAZIS JAMES | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153520/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153520/similar
- Related entities: https://search.stillhousedata.com/firm/153520/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153520

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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.