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 an independent registered investment adviser organized as a corporation and owned by an individual. The firm works primarily with individual and family clients and offers portfolio management services that extend to individuals and small businesses. Compensation is billed as a percentage of assets under management. Ball Investments is not active on ESG mandates, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Jordan 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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