| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Lindsay Ball Control | Chief Compliance Officer | 50-75% | 2016 |
| Jason Lindsay Ball Control | President/Ceo | Over 75% | 2004 |
Ball & Company Wealth Management, Inc. reports $191.2 million in regulatory assets under management on its Form ADV.
Ball & Company Wealth Management, Inc. reports 4 employees.
Ball & Company Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 805-376-2779 |
| Fax | 805-435-3710 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $191.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $191.2M |