Ball & Company
Ball & Company is an SEC-registered wealth manager with $203.1M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Ball & Company: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133950, SEC 801-78146, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $203.1M (2026-02-04)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 154
- CRD
- 133950
- Ownership
- BALL, JASON, LINDSAY; REED, DEBORAH, FASSLER
How much AUM does Ball & Company have?
Ball & Company reported $203.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Ball & Company?
Disclosed owners and executives of Ball & Company include BALL, JASON, LINDSAY, REED, DEBORAH, FASSLER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.