Ball & Company Wealth Management, Inc.

EST. AUM
$203,064,245

CONTACTS

CLIENT ACCOUNTS
450

Firm Details

Metro area Nashville
CRD Number 133950
Website ballandcompany.com
Client types

Overview

Ball & Company Wealth Management, Inc. is a SEC-registered investment advisory firm headquartered in Franklin, Tennessee. The firm provides comprehensive wealth management, financial planning, discretionary portfolio management, retirement planning, and estate planning coordination services through a fiduciary advisory model focused on long-term wealth preservation and growth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Ball & Company Wealth Management, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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