Balasa Dinverno Foltz Revenue and Competitors
Estimated Revenue & Valuation
- Balasa Dinverno Foltz's estimated annual revenue is currently $27M per year.
- Balasa Dinverno Foltz's estimated revenue per employee is $227,000
Employee Data
- Balasa Dinverno Foltz has 119 Employees.
- Balasa Dinverno Foltz grew their employee count by -6% last year.
Balasa Dinverno Foltz's People
Name | Title | Email/Phone |
---|---|---|
1 | Wealth Manager and Advisor to Business Owners | Reveal Email/Phone |
2 | Partner & Wealth Manager | Reveal Email/Phone |
3 | Wealth Manager | Reveal Email/Phone |
4 | Owner | Reveal Email/Phone |
5 | Senior Advisor | Reveal Email/Phone |
6 | Senior Financial Planner | Reveal Email/Phone |
7 | Financial Planner | Reveal Email/Phone |
Balasa Dinverno Foltz Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $129.4M | 456 | 44% | N/A | N/A |
#2 | $18.8M | 83 | 28% | N/A | N/A |
#3 | $43.4M | 174 | -2% | N/A | N/A |
#4 | $22.5M | 99 | -1% | N/A | N/A |
#5 | $13.1M | 64 | 42% | N/A | N/A |
#6 | $88M | 310 | 8% | N/A | N/A |
#7 | $251.4M | 791 | -10% | N/A | N/A |
#8 | $11.2M | 55 | -7% | N/A | N/A |
#9 | $10.6M | 52 | 41% | N/A | N/A |
#10 | $3.8M | 24 | 9% | N/A | N/A |
What Is Balasa Dinverno Foltz?
At Balasa Dinverno Foltz LLC our mission is simple - we help you enjoy a full life. And it drives everything we do. Comprehensive financial planning and investment management Unbiased, conflict-free investment advice We serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of: Attorneys Divorce Financial Professionals Insurance Brokers Our dedicated Practice Groups are comprised of experts in these areas, leveraging our real world experience to provide our clients with a customized approach and solutions that incorporate all aspects of their life. We passionately design and implement customized solutions for building and managing our clients' wealth. The firm's team of professionals includes Attorneys, Certified Public Accountants, Certified Financial Planners, Certified Financial Analysts, and Masters of Business Administration. The firm's holistic, solution-based approach to wealth management, client service, and our experience have resulted in a 98% client retention rate and ranking as a best places to work and top advisory firm in the country. Past performance may not be indicative of future results. Different investments involve varying degrees of risk. Future performance of any investment or strategy recommended by Balasa Dinverno Foltz LLC may not be profitable or suitable for you or equal historical performance levels. For important disclosure information and BDF's ADV brochure discussing services and fees, please visit www.bdfllc.com. http://www.bdfllc.com/disclosure/ BDF® is Registered in the U.S. Patent and Trademark Office
keywords:FinanceN/A
Total Funding
119
Number of Employees
$27M
Revenue (est)
-6%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Balasa Dinverno Foltz News
CI's U.S. wealth management businesses consist of Barrett Asset Management, LLC, Balasa Dinverno Foltz LLC, Bowling Portfolio Management LLC...
CI's U.S. wealth management businesses consist of Barrett Asset Management, LLC, Balasa Dinverno Foltz LLC, Bowling Portfolio Management LLC...
CI's U.S. wealth management businesses consist of Barrett Asset Management, LLC, Balasa Dinverno Foltz LLC, Bowling Portfolio Management LLC...
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $15M | 128 | 7% | N/A |
#2 | $35M | 129 | 16% | N/A |
#3 | $13.1M | 131 | 1% | N/A |
#4 | $20M | 133 | 0% | N/A |
#5 | $19.5M | 139 | -8% | N/A |