Ball Investments Corporation
RIAState 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 manages portfolios for individuals, families and small-business owners on a percentage-of-assets fee basis. Its stated advisory activity is portfolio management for individuals and small businesses. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Bill Messner Contrarian Investment Advisory, LLC
RIAAUM $3.3MTEAM 1REPS 1
Eightone Capital LLC
RIAAUM $3.3MTEAM 1REPS 1
Button & Button Wealth Management LLC
RIAGreensboro, NC
AUM $3.3MTEAM 2REPS 2
Vail Valley Asset Management, LLC
RIAAUM $3.3MTEAM 2REPS 1
Atlas Wealth Management
RIAAUM $3.3MTEAM 1REPS 1
Myers, Walter L
RIAAUM $3.3MTEAM 1REPS 1