BALASA DINVERNO FOLTZ LLC
CRD #113630 SEC #801-60368 ITASCA, IL 630-875-4900
SEC Registered
Total AUM
$5.9B
Discretionary
$5.9B
Employees
47
Clients
--
Accounts
6,756
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $5.9B | $5.9B | $0 | 47 | 0 |
| Nov 2022 | $5.9B | $5.9B | $0 | 47 | 0 |
| Sep 2022 | $5.9B | $5.9B | $0 | 47 | 0 |
| Jun 2022 | $5.9B | $5.9B | $0 | 47 | 0 |
| Mar 2022 | $5.9B | $5.9B | $0 | 47 | 0 |
| Mar 2021 | $5.4B | $5.4B | $0 | 45 | 0 |
| Mar 2021 | $5.4B | $5.4B | $0 | 45 | 0 |
| Dec 2020 | $4.6B | $4.6B | $0 | 45 | 0 |
| Oct 2020 | $4.6B | $4.6B | $0 | 45 | 0 |
| Sep 2020 | $4.6B | $4.6B | $0 | 45 | 0 |
| Jun 2020 | $4.6B | $4.6B | $0 | 45 | 0 |
| Mar 2020 | $4.6B | $4.6B | $0 | 45 | 0 |
| Aug 2019 | $4.1B | $4.1B | $0 | 44 | 1 |
| Jul 2019 | $4.1B | $4.1B | $0 | 44 | 1 |
| Jun 2019 | $4.1B | $4.1B | $0 | 44 | 1 |
| Mar 2019 | $4.1B | $4.1B | $0 | 44 | 1 |
| May 2018 | $4.2B | $4.2B | $0 | 39 | 2 |
| Mar 2018 | $4.2B | $4.2B | $0 | 39 | 2 |
| Dec 2017 | $3.5B | $3.5B | $0 | 39 | 2 |
| Mar 2017 | $3.5B | $3.5B | $0 | 39 | 1,000 |
| Nov 2016 | $3.1B | $2.9B | $124.2M | 37 | 1,000 |
| Mar 2016 | $3.1B | $2.9B | $124.2M | 37 | 1,000 |
| Nov 2015 | $3.2B | $3.1B | $145M | 37 | 1,000 |
| Oct 2015 | $3.2B | $3.1B | $145M | 37 | 1,000 |
| Mar 2015 | $3.2B | $3.1B | $145M | 32 | 1,000 |
| Feb 2015 | $2.8B | $2.6B | $137.7M | 27 | 1,000 |
| Aug 2014 | $2.8B | $2.6B | $137.7M | 27 | 1,000 |
| Jun 2014 | $2.8B | $2.6B | $137.7M | 27 | 1,000 |
| Mar 2014 | $2.8B | $2.6B | $137.7M | 27 | 1,000 |
| Feb 2014 | $2.3B | $2.2B | $122M | 23 | 900 |
| Nov 2013 | $2.3B | $2.2B | $122M | 23 | 900 |
| Mar 2013 | $2.3B | $2.2B | $122M | 23 | 900 |
| Dec 2012 | $2B | $1.9B | $112.2M | 23 | 900 |
| Mar 2012 | $2B | $1.9B | $112.2M | 11 | 900 |
| Apr 2011 | $1.7B | $1.6B | $99M | -- | -- |
| Jan 2011 | $1.5B | $1.4B | $109.6M | -- | -- |
| Aug 2010 | $1.5B | $1.4B | $109.6M | -- | -- |
| Mar 2008 | $1.5B | $1.3B | $172.8M | -- | -- |
| Mar 2008 | $1.5B | $1.3B | $172.8M | -- | -- |
| Nov 2007 | $1.3B | $1.1B | $165.6M | -- | -- |
| Mar 2007 | $1.5B | $1.3B | $165.6M | -- | -- |
| Mar 2006 | $1B | $860M | $148M | -- | -- |
| Jul 2004 | $652.3M | $652.3M | $0 | 10 | -- |
| Jul 2004 | $652.3M | $652.3M | $0 | 10 | -- |
| Jul 2004 | $652.3M | $652.3M | $0 | 10 | -- |
| Dec 2003 | $346.5M | $346.5M | $0 | 10 | -- |
| Mar 2002 | $308.6M | $308.6M | $0 | -- | -- |
| Oct 2001 | $274.3M | $274.3M | $0 | -- | -- |
| Jun 2001 | $0 | $0 | $0 | -- | -- |
DateMar 2023
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees47
Clients0
DateNov 2022
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees47
Clients0
DateSep 2022
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees47
Clients0
DateJun 2022
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees47
Clients0
DateMar 2022
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees47
Clients0
DateMar 2021
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees45
Clients0
DateMar 2021
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees45
Clients0
DateDec 2020
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees45
Clients0
DateOct 2020
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees45
Clients0
DateSep 2020
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees45
Clients0
DateJun 2020
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees45
Clients0
DateMar 2020
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees45
Clients0
DateAug 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees44
Clients1
DateJul 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees44
Clients1
DateJun 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees44
Clients1
DateMar 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees44
Clients1
DateMay 2018
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees39
Clients2
DateMar 2018
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees39
Clients2
DateDec 2017
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees39
Clients2
DateMar 2017
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees39
Clients1,000
DateNov 2016
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$124.2M
Employees37
Clients1,000
DateMar 2016
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$124.2M
Employees37
Clients1,000
DateNov 2015
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$145M
Employees37
Clients1,000
DateOct 2015
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$145M
Employees37
Clients1,000
DateMar 2015
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$145M
Employees32
Clients1,000
DateFeb 2015
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$137.7M
Employees27
Clients1,000
DateAug 2014
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$137.7M
Employees27
Clients1,000
DateJun 2014
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$137.7M
Employees27
Clients1,000
DateMar 2014
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$137.7M
Employees27
Clients1,000
DateFeb 2014
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$122M
Employees23
Clients900
DateNov 2013
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$122M
Employees23
Clients900
DateMar 2013
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$122M
Employees23
Clients900
DateDec 2012
Total AUM$2B
Discretionary$1.9B
Non-Disc.$112.2M
Employees23
Clients900
DateMar 2012
Total AUM$2B
Discretionary$1.9B
Non-Disc.$112.2M
Employees11
Clients900
DateApr 2011
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$99M
Employees--
Clients--
DateJan 2011
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$109.6M
Employees--
Clients--
DateAug 2010
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$109.6M
Employees--
Clients--
DateMar 2008
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$172.8M
Employees--
Clients--
DateMar 2008
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$172.8M
Employees--
Clients--
DateNov 2007
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$165.6M
Employees--
Clients--
DateMar 2007
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$165.6M
Employees--
Clients--
DateMar 2006
Total AUM$1B
Discretionary$860M
Non-Disc.$148M
Employees--
Clients--
DateJul 2004
Total AUM$652.3M
Discretionary$652.3M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$652.3M
Discretionary$652.3M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$652.3M
Discretionary$652.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$308.6M
Discretionary$308.6M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$274.3M
Discretionary$274.3M
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--