Balance Sheet Solutions LLC

Balance Sheet Solutions LLC (CRD# 124786) is a financial advisory firm headquartered in Naperville, IL. They manage $1,189,589,694 in 23 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,190
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $51,721,291
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.

CO, IL, NJ, NY

Financial Advisors at Balance Sheet Solutions LLC
Showing 1 - 10 of 13 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 10 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
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 14 years of experience in the finance industry.

7
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 17 years of experience in the finance industry.

8
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.

9
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 14 years of experience in the finance industry.

10
Darren D. Fago
CRD#: 4834536
4450 Weaver Parkway, Suite 250, Warrenville, IL 60555
90
Wealthminder
score

Darren Fago (CRD# 4834536) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Warrenville, IL and has 1 year of experience in the finance industry.

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