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Todd Robert Fungard

MCQUEEN, BALL & ASSOCIATES INC.·BETHLEHEM, Pennsylvania
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60 W BROAD STREET, SUITE 300, BETHLEHEM, PA 18018-5721CRD# 6604638Firm CRD# 104663
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About

Todd Robert Fungard is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with MCQUEEN, BALL & ASSOCIATES 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
MCQUEEN, BALL & ASSOCIATES INC.
MCQUEEN, BALL & ASSOCIATES INC.
AUM
$1.2B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at MCQUEEN, BALL & ASSOCIATES INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6604638
Firm CRD# 104663
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Robert Fungard offer?
Todd Robert Fungard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are Todd Robert Fungard's credentials?
Todd Robert Fungard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Robert Fungard located?
Todd Robert Fungard is based in BETHLEHEM, Pennsylvania, working with MCQUEEN, BALL & ASSOCIATES INC.. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.
How does Todd Robert Fungard charge for services?
Todd Robert Fungard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCQUEEN, BALL & ASSOCIATES INC.?
MCQUEEN, BALL & ASSOCIATES INC. has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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