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Building 2BALL & COMPANY

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Phone805-376-2779
NotebookSEC #801-78146
Total AUM
$203.1M
Employees
4
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
805-376-2779

ReceiptFinancials

Total AUM
$203.1M
Accounts
450
Discretionary
$203.1M
Accounts
450
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
89
AUM
$37.4M
HNW Individual Clients
58
AUM
$159.1M
Pension/Profit Sharing Plan Clients
7
AUM
$6.5M
Corporation or Business Clients
1
AUM
$54.8K

Briefcase businessServices

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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
CAORTNTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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