Balance Investments

Balance Investments (CRD# 173163) is a financial advisory firm headquartered in Chicago, IL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Balance Investments
Showing 1 - 1 of 1 top financial advisors.
Herman A. Brunson
CRD#: 5667467
2417 W. Fillmore St, Suite 2, Chicago, IL 60612

Herman Brunson (CRD# 5667467) is an Investment Advisor Representative working at Balance Investments in Chicago, IL and has over 8 years of experience in the finance industry.

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