Balasa Dinverno Foltz LLC
Legal Name: BALASA DINVERNO FOLTZ LLC
Full Contact Details
Balasa Dinverno Foltz LLC
500 PARK BOULEVARD, SUITE 1400, ITASCA, IL
630-875-4900
630-875-1150
Other Info
Balasa Dinverno Foltz LLC is an Illinois-based Limited Liability Company registered with the U.S. Securities and Exchange Commission (SEC) since June 2001. The firm currently employs 44 staff members, 41 of whom work in advisory roles, to provide services to its lone client. Balasa Dinverno Foltz LLC's SEC status is currently listed as approved.
CI BDF Private Wealth - WHO WE ARE
Phone: 123-456-7890 MY BDF WHO WE ARE ABOUT US OUR TEAM IN THE NEWS WHO WE SERVE WHAT WE OFFER A HOLISTIC APPROACH FINANCIAL PLANNING INVESTMENT MANAGEMENT BUSINESS OWNER SERVICES DIVORCE PLANNING CAREERS CONTACT US WHO WE ARE ABOUT US OUR TEAM IN THE NEWS WHO WE SERVE WHAT WE OFFER A HOLISTIC APPRO…
Direct Owners
-
ARMOND ALFRED DINVERNO
CO-CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER owns less than 5%
-
BDF WEALTH MANAGEMENT CO.
OWNER/MANAGING MEMBER owns 75% or more
-
MARK EDWARD BALASA
CO-CHIEF EXECUTIVE OFFICER, SECRETARY owns less than 5%
-
MICHAEL CRAIG FOLTZ
VICE PRESIDENT owns less than 5%
-
SUSAN CHASE KORIN
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
ARMOND ALFRED DINVERNO
CO-CHIEF EXECUTIVE OFFICER, PRESIDENT owns more than 25% but less than 50%
-
MARK EDWARD BALASA
CO-CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
-
MICHAEL CRAIG FOLTZ
VICE PRESIDENT & SECRETARY owns more than 25% but less than 50%