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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
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 4 clients, or 4 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 1 reported office location and 37 years in operation. The source data was last updated on January 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Balance Financial Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KEVIN STARK SEIBERT
Advisor, President
- CRD
- #1200692
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Balance Financial Services, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.