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The Ball, Warren & Branch Group

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Charlottesville
CRD Number
Website dadavidsonfa.com
Client types

Overview

The Ball, Warren & Branch Group is a financial advisory team affiliated with D.A. Davidson & Co. that provides wealth management services. The group operates with a philosophy that true financial success requires a thoughtful, integrated approach, aligning a client's investments, cash flow, insurance, debt, and long-term goals into one cohesive, personalized wealth management plan. The team is committed to providing trusted advice and acting as a steadfast partner to clients navigating financial decisions, focusing on their short- and long-term goals.

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Address

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

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