RIA Intel›Advisers›Illinois›BALANCE FINANCIAL SERVICES, INC.

BALANCE FINANCIAL SERVICES, INC.

Advisory

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in IL

#1,530

of 1,719 advisers by AUM

Average account

$4M

across 3 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients2

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

2 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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PODESTA & CO.

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