Overview
Assets Under Management: $191 million
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.24
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 451
Discretionary Accounts: 451
Regulatory Filings
CRD Number: 133950
Last Filing Date: 2025-02-04 00:00:00
Website: https://ballandcompany.com