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CORNERSTONE PORTFOLIO RESEARCH
BALIS ENTERPRISES LLC
CRD 315130 · SEC 801-121634
AZ, United States
Phone
484-631-3684
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$444.3M
Discretionary AUM
$444.3M
Team
8 total employees; 4 advisory reps; 9 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Other investment advisers | 3 | $444.3M |
States served
AZ, CO, MN, PA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD