# MCQUEEN, BALL & ASSOCIATES INC.

MCQUEEN, BALL & ASSOCIATES INC. of BETHLEHEM, PA is an SEC-registered investment adviser.

## Registration

- CRD: 104663
- Type: SEC-registered investment adviser
- SEC file number: 801-21989
- Location: 60 W BROAD STREET, SUITE 300, BETHLEHEM, PA, 18018-5721
- Phone: 610-954-0400
- Latest filing: 2019-04-23
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 15
- Accounts: 1,081

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| MCQUEEN JERRY BLAINE | PRESIDENT | — |
| BALL THOMAS RALPH | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; VICE PRESIDENT | — |
| BALL THOMAS | VICE PRESIDENT | — |
| SCHULTZ DAVID JOHN | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR | — |
| POLTER SCOTT ERIC | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| LEVIS JOHN BRUCE | MANAGING DIRECTOR | — |
| Fungard Todd Robert | ASSOCIATE CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER | — |
| Peters Michael Jason | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104663/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104663/similar
- Related entities: https://search.stillhousedata.com/firm/104663/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104663

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.