Balanced Asset Strategies, Ltd.

Balanced Asset Strategies, Ltd. (CRD# 153520) is a financial advisory firm headquartered in Chicago, IL. They manage $63,000,000 in 220 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $286,364
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

IL, OH, WI

Financial Advisors at Balanced Asset Strategies, Ltd.
Showing 1 - 4 of 4 top financial advisors.
1
James Gazis
CRD#: 2435740
120 S. Lasalle St., Suite 1940, Chicago, IL 60603
96
Wealthminder
score

James Gazis (CRD# 2435740) is an Investment Advisor Representative working at Balanced Asset Strategies, Ltd. in Chicago, IL and has over 9 years of experience in the finance industry. James Gazis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alfredo G. Capitanini
CRD#: 6118595
120 S. Lasalle St., Suite 1940, Chicago, IL 60603
90
Wealthminder
score

Alfredo Capitanini (CRD# 6118595) is an Investment Advisor Representative working at Balanced Asset Strategies, Ltd. in Chicago, IL and has over 4 years of experience in the finance industry.

3
Peter J. Patton
CRD#: 5984390
570 State Street, Suite 220, Westerville, OH 43082
90
Wealthminder
score

Peter Patton (CRD# 5984390) is an Investment Advisor Representative working at Balanced Asset Strategies, Ltd. in Westerville, OH and has over 5 years of experience in the finance industry.

4
Stavros Gazis
CRD#: 6378625
120 S. Lasalle St., Suite 1940, Chicago, IL 60603
87
Wealthminder
score

Stavros Gazis (CRD# 6378625) is an Investment Advisor Representative working at Balanced Asset Strategies, Ltd. in Chicago, IL and has 1 year of experience in the finance industry.

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