Balance Sheet Solutions LLC

Balance Sheet Solutions LLC (CRD# 124786) is a financial advisory firm headquartered in Naperville, IL. They manage $1,061,962,933 in 23 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,062
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $46,172,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
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.

CA, CO, IL, IN, MA, MN, NJ, NY, WI

Financial Advisors at Balance Sheet Solutions LLC
Showing 1 - 10 of 14 top financial advisors.
1
John J. Almeida
CRD#: 4533343
15 Midstates Drive, Suite 215, Auburn, MA 01501
96
Wealthminder
score

John Almeida (CRD# 4533343) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Auburn, MA and has over 15 years of experience in the finance industry.

2
Andrew R. Kohl
CRD#: 2388690
4450 Weaver Parkway, Warrenville, IL 60555
96
Wealthminder
score

Andrew Kohl (CRD# 2388690) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Warrenville, IL and has over 24 years of experience in the finance industry.

3
Sukhvinder S. Bahal
CRD#: 4584849
184 Shuman Blvd, Suite 400, Naperville, IL 60563
93
Wealthminder
score

Sukhvinder Bahal (CRD# 4584849) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Naperville, IL and has over 9 years of experience in the finance industry.

4
Matthew J. Behar
CRD#: 5208493
184 Shuman Blvd, Suite 400, Naperville, IL 60563
93
Wealthminder
score

Matthew Behar (CRD# 5208493) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Naperville, IL and has over 11 years of experience in the finance industry.

5
James A. Mathews
CRD#: 1566423
184 Shuman Blvd, Suite 400, Naperville, IL 60563
93
Wealthminder
score

James Mathews (CRD# 1566423) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Naperville, IL and has over 30 years of experience in the finance industry.

6
Daniel L. McIntyre
CRD#: 1083493
4450 Weaver Pkwy Ste 250, Warrenville, IL 60555
93
Wealthminder
score

Daniel McIntyre (CRD# 1083493) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Warrenville, IL and has over 29 years of experience in the finance industry.

7
Patricia K. Moen
CRD#: 4711564
184 Shuman Blvd, Suite 400, Naperville, IL 60563
93
Wealthminder
score

Patricia Moen (CRD# 4711564) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Naperville, IL and has over 13 years of experience in the finance industry.

8
Gregory A. Perry
CRD#: 2271191
184 Shuman Blvd, Suite 400, Naperville, IL 60563
93
Wealthminder
score

Gregory Perry (CRD# 2271191) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Naperville, IL and has over 16 years of experience in the finance industry.

9
Amy S. Piche
CRD#: 5192877
184 Shuman Blvd, Suite 400, Naperville, IL 60563
93
Wealthminder
score

Amy Piche (CRD# 5192877) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Naperville, IL and has over 10 years of experience in the finance industry.

10
Rebecca S. Schlundt
CRD#: 4745834
4450 Weaver Parkway, Warrenville, IL 60555
93
Wealthminder
score

Rebecca Schlundt (CRD# 4745834) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Warrenville, IL and has over 13 years of experience in the finance industry.

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