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Balanced Asset Strategies, Ltd.

Headquartered in LA GRANGE, IL

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Firm Information

Balanced Asset Strategies, Ltd. is an investment advisor located in LA GRANGE, IL. The firm has 1 licensed agent and 4 investment adviser representatives. They manage $121,651,338 in total assets for 354 clients. The firm provides financial planning, investment consulting, and selection of other advisors services. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

Balanced Asset Strategies, Ltd.

82 S. LA GRANGE ROAD

LA GRANGE, IL 60525

$121.65M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BALANCED ASSET STRATEGIES, LTD. has a total of 1 branch locations across the country.
location

LA GRANGE, IL

Advisors at Balanced Asset Strategies, Ltd.

View All 4 Advisors
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Theodore James Gazis

RA

LA GRANGE, IL

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James D Gazis

RA

LA GRANGE, IL

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Alfredo Gerard Capitanini

RA

LA GRANGE, IL

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James Gazis

CFP®, RA

LA GRANGE, IL

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Disclosures

There are no public disclosures for Balanced Asset Strategies, Ltd..

Frequently Asked Questions (8)

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