Balasa Dinverno Foltz Review

Trust Score 98%
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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 1,286 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
Avg Account Balance $3,216,756
Hybrid Advisor No
Disciplinary History No
Total AUM $4.1 billion
Advisor / Client Ratio 1:32
Headquarters Itasca, IL
SEC Filings Forms and Brochures
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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