BALL & COMPANY WEALTH MANAGEMENT, INC.

BALL & COMPANY
2 registered advisors·CRD# 133950
SEC# 801-781460805-376-2779
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BALL & COMPANY WEALTH MANAGEMENT, INC.

2 registered advisors
Deborah Fassler Reed
THOUSAND OAKS, California
Jason Lindsay Ball
THOUSAND OAKS, California
05

Office Locations

THOUSAND OAKS, California
2 advisors

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Data sourced from SEC Form ADV filings. BALL & COMPANY WEALTH MANAGEMENT, INC. (CRD# 133950) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.