Balasa Dinverno & Foltz is an investment advisor in Itasca with $5.92 bn assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
364445980
SEC advisor number
801-60368
FINRA CRD number
113630
AUM ?
$5.92 bn
(as of 30 Nov 22)
Accounts
6,756
(as of 30 Nov 22)
Employees
47
(45 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
630-875-4915
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Carlson, Chad, David | President & Chief Investment Officer | 09/2020 | < 5% |
Korin, Susan, Chase | Chief Compliance Officer & Chief Operating Officer | 01/2015 | < 5% |
Ci Us Holdings Inc. | Owner & Managing Member | 09/2020 | > 75% |
Ci Financial Corp. | Parent Company Ci Us Holdings Inc. | 09/2020 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21
13F-HR
Quarterly holdings report by institutional manager
23 Jul 21
13F-HR
Quarterly holdings report by institutional manager
29 Apr 21
13F-HR
Quarterly holdings report by institutional manager
26 Jan 21
13F-HR
Quarterly holdings report by institutional manager
10 Nov 20
13F-HR
Quarterly holdings report by institutional manager
7 Aug 20