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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
28.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
37yrs Firm Age
Insights
Unlock to compare peer behavior around timber optima.
Upgrade to reveal position-level detail across eagle fusion.
Unlock to compare peer behavior around value fusion.
Upgrade to reveal position-level detail across signal legacy.
Upgrade to reveal position-level detail across frontier capital.
Request access to benchmark trends tied to prime vital.
Open the full profile to inspect shifts in matrix foundation.
Full visibility includes strategy notes for alpha radial.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |