BALANCE SHEET SOLUTIONS LLC
CRD #124786 SEC #801-63345 NAPERVILLE, IL 630-276-2846
SEC Registered
Total AUM
$908.5M
Discretionary
$0
Employees
28
Clients
--
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $908.5M | $0 | $908.5M | 28 | 0 |
| Mar 2018 | $975.2M | $0 | $975.2M | 31 | 0 |
| Sep 2017 | $1.2B | $0 | $1.2B | 31 | 11 |
| Sep 2017 | $1.2B | $0 | $1.2B | 31 | 11 |
| Mar 2017 | $1.2B | $0 | $1.2B | 31 | 11 |
| Dec 2016 | $1.1B | $0 | $1.1B | 29 | 11 |
| Jun 2016 | $1.1B | $0 | $1.1B | 29 | 11 |
| Feb 2016 | $1.1B | $0 | $1.1B | 29 | 11 |
| Oct 2015 | $5.7B | $0 | $5.7B | 29 | 11 |
| Mar 2015 | $5.7B | $0 | $5.7B | 29 | 11 |
| Mar 2014 | $5.8B | $0 | $5.8B | 31 | 11 |
| Apr 2013 | $2.3B | $0 | $2.3B | 24 | 11 |
| Mar 2013 | $1.6B | $0 | $1.6B | 24 | 11 |
| Sep 2012 | $1.9B | $0 | $1.9B | 11 | 11 |
| Jul 2012 | $1.9B | $0 | $1.9B | 11 | 11 |
| Feb 2012 | $1.5B | $0 | $1.5B | 11 | 11 |
| Nov 2011 | $1.5B | $0 | $1.5B | 11 | 11 |
| Mar 2011 | $1.3B | $0 | $1.3B | -- | -- |
| Jun 2010 | $2.9B | $0 | $2.9B | -- | -- |
| Feb 2009 | $2.8B | $0 | $2.8B | -- | -- |
| May 2007 | $255.3M | $0 | $255.3M | -- | -- |
| Mar 2007 | $255.3M | $0 | $255.3M | -- | -- |
| Feb 2007 | $255.3M | $0 | $255.3M | -- | -- |
| Jan 2007 | $170.3M | $0 | $170.3M | -- | -- |
| Jan 2006 | $68.6M | $0 | $68.6M | 10 | -- |
| May 2005 | $68.6M | $0 | $68.6M | 10 | -- |
| Jul 2004 | $0 | $0 | $0 | 10 | -- |
DateMar 2019
Total AUM$908.5M
Discretionary$0
Non-Disc.$908.5M
Employees28
Clients0
DateMar 2018
Total AUM$975.2M
Discretionary$0
Non-Disc.$975.2M
Employees31
Clients0
DateSep 2017
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees31
Clients11
DateSep 2017
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees31
Clients11
DateMar 2017
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees31
Clients11
DateDec 2016
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees29
Clients11
DateJun 2016
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees29
Clients11
DateFeb 2016
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees29
Clients11
DateOct 2015
Total AUM$5.7B
Discretionary$0
Non-Disc.$5.7B
Employees29
Clients11
DateMar 2015
Total AUM$5.7B
Discretionary$0
Non-Disc.$5.7B
Employees29
Clients11
DateMar 2014
Total AUM$5.8B
Discretionary$0
Non-Disc.$5.8B
Employees31
Clients11
DateApr 2013
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees24
Clients11
DateMar 2013
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees24
Clients11
DateSep 2012
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees11
Clients11
DateJul 2012
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees11
Clients11
DateFeb 2012
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees11
Clients11
DateNov 2011
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees11
Clients11
DateMar 2011
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees--
Clients--
DateJun 2010
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees--
Clients--
DateFeb 2009
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees--
Clients--
DateMay 2007
Total AUM$255.3M
Discretionary$0
Non-Disc.$255.3M
Employees--
Clients--
DateMar 2007
Total AUM$255.3M
Discretionary$0
Non-Disc.$255.3M
Employees--
Clients--
DateFeb 2007
Total AUM$255.3M
Discretionary$0
Non-Disc.$255.3M
Employees--
Clients--
DateJan 2007
Total AUM$170.3M
Discretionary$0
Non-Disc.$170.3M
Employees--
Clients--
DateJan 2006
Total AUM$68.6M
Discretionary$0
Non-Disc.$68.6M
Employees10
Clients--
DateMay 2005
Total AUM$68.6M
Discretionary$0
Non-Disc.$68.6M
Employees10
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--