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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GAZIS, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GAZIS, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (2)
IL TX
Address
82 S. LA GRANGE ROADSUITE 204
LA GRANGE, IL 60525
United States
Phone: 312-759-5172