Balanced Asset Strategies, Ltd.

Balanced Asset Strategies, Ltd. (CRD# 153520) is a financial advisory firm headquartered in La Grange, IL. They manage $121,651,338 in 354 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
82 S. La Grange Road, Suite 204, La Grange, IL 60525
https://www.balancedassetstrategies.com
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $343,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, OH, TX, WI

Financial Advisors at Balanced Asset Strategies, Ltd.
Showing 1 - 4 of 4 top financial advisors.
1
Alfredo Capitanini, financial advisor La Grange IL
Alfredo G. Capitanini
CRD#: 6118595
82 S. La Grange Road, Suite 204, La Grange, IL 60525

Alfredo Capitanini (CRD# 6118595) is an Investment Advisor Representative working at Balanced Asset Strategies, Ltd. in La Grange, IL and has over 11 years of experience in the finance industry.

2
James Gazis, financial advisor La Grange IL
James Gazis
CRD#: 2435740
82 S. La Grange Road, Suite 204, La Grange, IL 60525

James Gazis (CRD# 2435740) is an Investment Advisor Representative working at Balanced Asset Strategies, Ltd. in La Grange, IL and has over 16 years of experience in the finance industry.

3
James Gazis, financial advisor La Grange IL
James D. Gazis
CRD#: 7283624
82 S. La Grange Road, Suite 204, La Grange, IL 60525

James Gazis (CRD# 7283624) is an Investment Advisor Representative working at Balanced Asset Strategies, Ltd. in La Grange, IL and has over 3 years of experience in the finance industry.

4
Theodore Gazis, financial advisor La Grange IL
Theodore J. Gazis
CRD#: 7423504
82 S. La Grange Road, Suite 204, La Grange, IL 60525

Theodore Gazis (CRD# 7423504) is an Investment Advisor Representative working at Balanced Asset Strategies, Ltd. in La Grange, IL and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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