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BALLEW ADVISORS INC
100 Vision Drive
Suite 325
Jackson, Mississippi 39211
Tel: 601-368-3500
About BALLEW ADVISORS INC
BALLEW ADVISORS INC, formally registered with the SEC as BALLEW ADVISORS INC. The firm was established in 06/21/1991. They have over 1 offices throughout the country.
BALLEW ADVISORS INC is a Jackson, Mississippi based Financial Planning firm with nearly $1,043,103,728 assets under management, offering retirement planning & investment advisory services to 1668 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110522 |
| SEC# | 801-38978 |
| Assets Managed by Firm | $1,043,103,728 |
| No. of Clients | 1668 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1668 | $1,043,103,728 |
| Individuals (other than high net worth individuals) | 1098 | $372,568,948 |
| High net worth individuals | 20 | $82,218,198 |
| Pension and profit sharing plans | 99 | $565,936,034 |
| Charitable organizations | 5 | $854,818 |
| Corporations or other businesses | 12 | $12,623,510 |
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| $7,233,687,387 | 696 | 16 | |
| $1,865,178,576 | 348 | 18 | |
| $1,341,890,722 | 6 | 110 | |
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