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BALLEW ADVISORS INC

100 Vision Drive
Suite 325
Jackson, Mississippi 39211
Tel: 601-368-3500

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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 StatusApproved
Firm CRD#110522
SEC#801-38978
Assets Managed by Firm$1,043,103,728
No. of Clients1668
No. of Advisors11

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 ClientsAUM
Firm Total1668$1,043,103,728
Individuals (other than high net worth individuals)1098$372,568,948
High net worth individuals20$82,218,198
Pension and profit sharing plans99$565,936,034
Charitable organizations5$854,818
Corporations or other businesses12$12,623,510

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