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Last updated: January 16th, 2020. Data source: SEC filings.
Balasa Dinverno Foltz, federally registered in 2001, is a Registered Investment Advisor (RIA) in 25 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.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||6|
|Percentage of Advisors Trusted||85%|
|Average Client Balance||$3,219,259|
|Total AUM||$4.1 billion|
|Advisor / Client Ratio||1:32|
|SEC Filings||Forms and Brochures (CRD # 113630)|
|State(s) Registered||AZ, CA, CO, FL, GA, ID, IL, IN, IA, LA, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WI|