BALANCED ASSET STRATEGIES, LTD.
CRD #153520 SEC #801-129990 LA GRANGE, IL 312-759-5172
SEC Registered
Total AUM
$133.6M
Discretionary
$133.6M
Employees
3
Clients
10
Accounts
328
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $133.6M | $133.6M | $0 | 3 | 1 |
| Mar 2024 | $121.7M | $121.7M | $0 | 4 | 1 |
DateMar 2025
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees3
Clients1
DateMar 2024
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees4
Clients1