BALEFIRE, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.99B |
| Discretionary | $1.99B100% of AUM |
| Client Accounts | 1,871 |
| Avg Account Size | $1.1M |
| Employees | 38 |
| Peak AUM | $1.99BMar 2021 |
AUM by Client Type
Total AUM
$2.0B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.0B | +60.8% | +44.2% | 0.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.99B |
| Discretionary | $1.99B |
| Employees | 38 |
| Client Accounts | 1871 |
| Client Range | 251-500 |
Contact & Location
Address
14221 DALLAS PARKWAY
DALLAS TX 75254
Phone
972-361-1001
Filing History
101 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Registered RepBanking Institution