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William John Schultz

MCQUEEN, BALL & ASSOCIATES INC.·BETHLEHEM, Pennsylvania
Unclaimed Profile
60 W BROAD STREET, SUITE 300, BETHLEHEM, PA 18018-5721CRD# 1174573Firm CRD# 104663
01

About

William John Schultz 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.

02

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# 1174573
Firm CRD# 104663
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William John Schultz offer?
William John Schultz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are William John Schultz's credentials?
William John Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William John Schultz located?
William John Schultz 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 William John Schultz charge for services?
William John Schultz'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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Robert Ernest Broatch — PARK AVENUE SECURITIES LLCThomas William Riley — PARK AVENUE SECURITIES LLCSalvatore C Troia — PARK AVENUE SECURITIES LLCJill Diane Cooley — PARK AVENUE SECURITIES LLCGerald Francis Foran — GFP INVESTMENT SERVICES, INC.
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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