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Deborah Fassler Reed

REED & BALL, INC.·THOUSAND OAKS, California
Unclaimed Profile
1000 NEWBURY ROAD, THOUSAND OAKS, CA 91320CRD# 2835600Firm CRD# 133950
01

About

Deborah Fassler Reed is a registered financial advisor based in THOUSAND OAKS, California, affiliated with REED & BALL, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BALL & COMPANY WEALTH MANAGEMENT, INC.
BALL & COMPANY
AUM
$175M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BALL & COMPANY WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2835600
Firm CRD# 133950
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Deborah Fassler Reed offer?
Deborah Fassler Reed specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Deborah Fassler Reed's credentials?
Deborah Fassler Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah Fassler Reed located?
Deborah Fassler Reed is based in THOUSAND OAKS, California, working with REED & BALL, INC.. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Deborah Fassler Reed charge for services?
Deborah Fassler Reed's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REED & BALL, INC.?
REED & BALL, INC. has approximately 4 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in THOUSAND OAKS
Jason Lindsay Ball — BALL & COMPANYCatherine Marian Clark — IBN ASSET MANAGEMENT, LLCJeffrey Arnold Borenstein — LAMIA FINANCIAL GROUP, INC.Tae Pom Ho — GOLD COAST SECURITIES, INC.Michael Earl Garner — MFA WEALTH SERVICES
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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