Bdf

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

500 Park Blvd Ste 1400, Itasca, Illinois...

Phone Number

(800) 840-4740

Revenue

$8.5 Million

Industry

Finance Securities Trading

About Bdf

BDF was founded in 2001 by Mark Balasa, Armond Dinverno, and Mike Foltz, who each have more than three decades of industry experience. BDF provides personalized investment management and financial planning, and manages approximately $4.5 billion on behalf of business owners, individuals and families, and institutions. BDF's expertise includes practice groups specializing in the unique needs of women, widows, business owners, insurance brokers and agency owners, lawyers, financial professionals, and divorcing individuals. In addition to a Barron's Top 50 RIA ranking, BDF has received extensive recognition over the years, including being listed on the 2020 FT300: Top Registered Investment Advisors, the Investment News Best Places to Work for Financial Advisors (2020) and being ranked Number 30 on the RIA Channel Top 100 Wealth Managers for 2020.Explore more
Bdf's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Bdf Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bdf

$8.5M
11-50
Private
-
1986
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
2007
BB
Brenta BevisOffice Manager
<$5M
1-10
Private
-
2011
N/A
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Bdf Tech Stack

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Frequently Asked Questions Regarding Bdf

What is Bdf's official website?
Bdf's official website is www.bdfllc.com
What is Bdf's Revenue?
Bdf's revenue is $8.5 Million
What is Bdf's SIC code?
Bdf's SIC: 62,628
What is Bdf's NAICS code?
Bdf's NAICS: 52,523
How many employees does Bdf have?
Bdf has 11-50 employees
What industry does Bdf belong to?
Bdf is in the industry of: Finance, Securities Trading
What is Bdf competition?
Bdf top competitors include: Waterstone Private Wealth Management, Copper Canyon Wealth Management, Alliance Investment Planning Group, Stockade Wealth Management
What companies has Bdf acquired?
Bdf has acquired the companies: RAIT Financial Trust, Taberna Realty Finance Trust, RGT Wealth Advisors, KBSH Capital Management
What technology does Bdf use?
Some of the popular technologies that Bdf uses are: Microsoft 365, Rackspace, Cloudflare Security, DNS Made Easy
How do I contact Bdf?
Bdf contact info: Phone number: (800) 840-4740 Website: www.bdfllc.com
What does Bdf do?

BDF was founded in 2001 by Mark Balasa, Armond Dinverno, and Mike Foltz, who each have more than three decades of industry experience. BDF provides personalized investment management and financial planning, and manages approximately $4.5 billion on behalf of business owners, individuals and families, and institutions. BDF's expertise includes pract... ice groups specializing in the unique needs of women, widows, business owners, insurance brokers and agency owners, lawyers, financial professionals, and divorcing individuals. In addition to a Barron's Top 50 RIA ranking, BDF has received extensive recognition over the years, including being listed on the 2020 FT300: Top Registered Investment Advisors, the Investment News Best Places to Work for Financial Advisors (2020) and being ranked Number 30 on the RIA Channel Top 100 Wealth Managers for 2020.Read More

What are Bdf social media links?
Bdf Linkedin page Bdf Twitter page Bdf Facebook page
Is Bdf a public company?
Bdf is private company therefore does not currently have an official ticker symbol
See more information about Bdf

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