Balasa Dinverno Foltz Review


Trust Score 98%
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Last updated: June 16th, 2019. Data source: SEC filings.

Balasa Dinverno Foltz, federally registered in 2001, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 41 advisors. Balasa Dinverno Foltz manages $4.1 billion and provides investment advisory services for 1,285 clients (1:32 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $3,219,259
Hybrid Advisor No
Disciplinary History No
Total AUM $4.1 billion
Advisor / Client Ratio 1:32
Headquarters Itasca, IL
SEC Filings Forms and Brochures    (CRD # 113630)
State(s) Registered AZ, CA, CO, FL, GA, ID, IL, IN, IA, LA, MA, MI, MN, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WI


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