BALL INVESTMENTS CORPORATION
RIASEC Registered
Total AUM
$3.3M
Discretionary
$3.3M
100% of AUM
Avg account
$17.1K
Accounts
194
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329782
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ball Investments Corporation is a small, individually owned advisory firm that focuses on portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and reports a client base made up primarily of individual and family clients. Ball Investments is not an ESG-focused manager, does not operate as a multi-state adviser, and does not list pension consulting or related-adviser activity in its profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Non-Exchange Traded Equities32%
- US Government Bonds10%
- Cash & Cash Equivalents6%
Contacts
1 of 1Jordan Ball
Senior SpecialistCRD 7404913
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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