Andrew MusbachCRD Number: 6378110
Current Firm: Balasa Dinverno Foltz LLC
Andrew Musbach (CRD# 6378110) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 2 years of experience in the finance industry.
|Balasa Dinverno Foltz LLC||Itasca, IL||Jul 2013 - Current||3|
|Miami University||Oxford, OH||Aug 2009 - May 2013||3|
|Miami University Office Of Investments & Treasury||Oxford, OH||Aug 2012 - Dec 2012||< 1|
|Pnc Financial Services||Cincinnati, OH||Jun 2012 - Aug 2012||< 1|
|United Bank & Trust||Ann Arbor, MI||Jun 2011 - Aug 2011||< 1|
|Saline Parks & Recreation||Saline, MI||Jun 2008 - Aug 2010||2|
|Student||Saline, MI||Jul 2004 - Jun 2009||4|
|Saline Community Education||Saline, MI||Jun 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management3,072MILLIONS
Total Number of Accounts4,665ACCOUNTS
Average Account Value$658,505
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI
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