Highball Advisors
Firm details
- Headquarters
- ,
- CRD number
- 298145
- Website
- highballadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Highball Advisors is an independent, owner-operated LLC that serves individual and family clients. The firm charges a combination of percentage-of-AUM and fixed fees and focuses its advisory practice on financial planning, portfolio management for individuals and small businesses, and running educational seminars or workshops. The firm does not identify as an active ESG investor, does not act as a capital allocator, and does not provide pension consulting or operate as a related adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
Contacts
1 of 1
John McNamara
Retirement SpecialistCRD 6749785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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