MCQUEEN, BALL & ASSOCIATES INC.

BETHLEHEM, Pennsylvania·4 registered advisors·CRD# 104663

SEC# 801-219890610-954-0400

01

Firm Overview

AUM

$1.2B

Regulatory assets under management

Employees

15

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at MCQUEEN, BALL & ASSOCIATES INC.

4 registered advisors

Jerry Blaine Mcqueen

BETHLEHEM, Pennsylvania

Michael Jason Peters

BETHLEHEM, Pennsylvania

Todd Robert Fungard

BETHLEHEM, Pennsylvania

William John Schultz

BETHLEHEM, Pennsylvania

05

Office Locations

BETHLEHEM, Pennsylvania

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Data sourced from SEC Form ADV filings. MCQUEEN, BALL & ASSOCIATES INC. (CRD# 104663) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.