Balasa Dinverno Foltz

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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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 6
Percentage of Advisors Trusted 85%
Minimum Investment $1,000,000
Average Client Balance $3,219,259
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, MO, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WI

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