B
CRD: 116586
Balance Financial Services, Inc.
Barrington, IL
8473829032
$10.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
37 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-10-1989
- Office Locations
- 1
Office Locations
-- Barrington IL
About Balance Financial Services, Inc.
Balance Financial Services, Inc. is a Barrington-based RIA. The firm has been operating for 37 years. Managing $10.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
63 AVG AGE
$10.7M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
28.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
37yrs Firm Age
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Asset Classes
Capital Insight bridge
Investment Themes
Matrix Prime Beacon
Investment Vehicles
Quantum atlas
Services
Fusion Vertex Vector glacier Delta focus
Owner & Executives
K
KEVIN STARK SEIBERT
Advisor, President
- CRD
- #1200692
- Ownership
- 75% or more
(910) 946-6905
radial.harbor@summitcapital.com
in linkedin.com/in/wave-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,745,630 | -- |
| Total | $10,745,630 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,745,630
Equity - OTC:
8.0% Other:
24.5% Cash:
20.5% Corporate - Investment Grade:
18.4% Corporate - Non-Investment Grade:
28.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $494,307,524 | 8.0% |
| Other | $1,513,816,792 | 24.5% |
| Cash | $1,266,663,030 | 20.5% |
| Corporate - Investment Grade | $1,136,907,305 | 18.4% |
| Corporate - Non-Investment Grade | $1,767,149,397 | 28.6% |
| Total | $6,178,844,048 | 100.0% |