Bdf
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
500 Park Blvd Ste 1400, Itasca, Illinois...Phone Number
(800) 840-4740Website
www.bdfllc.comRevenue
$8.5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
2
2
2
2
1
1
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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Bdf is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Bdf is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bdf.
Bdf Tech Stack
A closer look at the technologies used by Bdf
Most Recent Scoops
Left Company
Executive Move
Bdf has announced that Susan Korin, Partner, Chief Operating Officer and Chief Compliance Officer, has left the organization.
Award
Facilities Relocation / Expansion
Bdf is planning to move its offices in July 2022. The move will impact approximately 30 employees at their existing office located at 500 Park Boulevard, Suite # 1400, Itasca, IL.
Facilities Relocation/Expansion
Mergers & Acquisitions (M&A)
Mergers & Acquisitions (M&A)
Bdf News & Media
CI Financial completes acquisition of BDF, a Chicago-area private wealth firm with US$4.5 billion in assets
TORONTO, Sept. 16, 2020 /PRNewswire/ - CI Financial Corp. ("CI") (TSX: CIX) announced today it has completed the acquisition of Balasa Dinverno Foltz LLC ("BDF") of Itasca, Illinois, a highly regarded private wealth management firm with US$4.5 billion in assets as at August 31, 2020. The...Wealth manager Balasa Dinverno Foltz LLC once again honored as a top employer in Illinois
ITASCA, Ill., Aug. 31, 2020 /PRNewswire/ - Balasa Dinverno Foltz LLC ("BDF"), one of the Chicago area's foremost wealth management firms, and CI Financial Corp. ("CI") (TSX: CIX) of Toronto are pleased to announce that BDF has once again been recognized as a top employer in the area,...Wealth manager Balasa Dinverno Foltz LLC recognized as one of the Best Places to Work in Chicago
ITASCA, Ill., Aug. 13, 2020 /PRNewswire/ - Balasa Dinverno Foltz LLC ("BDF"), a leading regional wealth management firm, and CI Financial Corp. ("CI") (TSX: CIX) of Toronto are pleased to announce that BDF has been ranked Number 2 overall and Number 1 in financial services on the Crain's...CI Financial to acquire BDF, a US$4.5-billion leading Chicago registered investment advisor, boosting CI's U.S. wealth assets to US$11 billion in just six months
TORONTO, Aug. 4, 2020 /PRNewswire/ - CI Financial Corp. ("CI") (TSX: CIX) and Balasa Dinverno Foltz LLC ("BDF") of Itasca, Illinois, announced an agreement today under which CI will acquire full ownership of BDF, a private wealth management firm with US$4.5 billion in assets. BDF's...
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Frequently Asked Questions Regarding Bdf
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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... Read More
