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Building 2BALLEW ADVISORS INC

Map pinJACKSON, MS
Phone601-368-3500
NotebookSEC #801-38978
Total AUM
$1.3B
Employees
11
Clients
971

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 VISION DRIVE
SUITE 325
JACKSON
MS 39211
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
601-368-3500

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,815
Discretionary
$1.3B
Accounts
1,815
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
818
AUM
$482.5M
HNW Individual Clients
35
AUM
$147.6M
Pension/Profit Sharing Plan Clients
97
AUM
$629.2M
Charitable Organization Clients
2
AUM
$812.1K
Corporation or Business Clients
19
AUM
$36M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALFLGALAMOMSNCOKSCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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