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Building 2MCQUEEN, BALL & ASSOCIATES INC.

Map pinBETHLEHEM, PA
Phone610-954-0400
NotebookSEC #801-21989
Total AUM
$1.2B
Employees
15
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 W BROAD STREET, SUITE 300
BETHLEHEM
PA 18018-5721
United States
Operating Hours
8:00 A.M. - 5:30 P.M.
Monday - Friday
Phone
610-954-0400

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,081
Discretionary
$1.2B
Accounts
1,081
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$42.1M
HNW Individual Clients
157
AUM
$1.1B
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M
Charitable Organization Clients
10
AUM
$6.6M
Corporation or Business Clients
8
AUM
$52.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLILLAMANCNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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