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BAL Investment & Advisory, LLC

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Company Details

Name: BAL Investment & Advisory, LLC
Jurisdiction: Idaho
Legal type: Foreign Limited Liability Company
Status: Active-Existing
Date of registration: 05 Jun 2023 (2 years ago)
Financial Date End: 30 Jun 2026
Entity Number: 5265619
Place of Formation: DELAWARE
File Number: 882359
Principal Address: 555 CALIFORNIA STREET, 11TH FLOOR SAN FRANCISCO, CA 94104
Mailing Address: 11TH FLOOR 555 CALIFORNIA STREET SAN FRANCISCO, CA 94104

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 10020 W FAIRVIEW AVE, STE 104, BOISE, ID 83704

Manager

Name Role Address Appointed On
Andrew R. Brown Manager 555 CALIFORNIA STREET, SAN FRANCISCO, CA 94104 2024-06-05
Richard R. Fleischer Manager 555 CALIFORNIA STREET, SAN FRANCISCO, CA 94104 2024-06-05
Todd Karas Manager 555 CALIFORNIA STREET, SAN FRANCISCO, CA 94104 2024-06-05

Member

Name Role Address Appointed On
Bank of America, National Association Member 555 CALIFORNIA STREET, SAN FRANCISCO, CA 94104 2024-06-05

Filing

Filing Name Filing Number Filing date
Annual Report 0006289791 2025-05-30
Registered Agent Name/Address Change (mass change) 0006274508 2025-05-27
Annual Report 0005762330 2024-06-05
Initial Filing 0005265619 2023-06-05

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Date of last update: 11 Jul 2025

Sources: Idaho Secretary of State