Balance Financial Services, Inc.
Balance Financial Services, Inc. (CRD# 116586) is a financial advisory firm headquartered in , . They manage $8,048,137 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Balance Financial Services, Inc.
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts2ACCOUNTS
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Average Account Value$4,024,069
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Balance Financial Services, Inc.
1
Kevin Seibert (CRD# 1200692) is an Investment Advisor Representative working at Balance Financial Services, Inc. in Barrington, IL and has over 24 years of experience in the finance industry.
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