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Building 2REED & BALL, INC.

Map pinTHOUSAND OAKS, CA
Phone805-376-2779
NotebookSEC #801-68357
Total AUM
$82.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 NEWBURY ROAD
SUITE 205
THOUSAND OAKS
CA 91320
United States
Operating Hours
7:00 A.M. - 1:45 P.M.
Monday - Friday
Phone
805-376-2779

ReceiptFinancials

Total AUM
$82.9M
Accounts
429
Discretionary
$77.5M
Accounts
417
Non-Discretionary
$5.5M
Accounts
12

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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