BALL & COMPANY WEALTH MANAGEMENT, INC. of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 133950). Regulatory assets under management: $203.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Jason Lindsay Ball | CHIEF COMPLIANCE OFFICER; PRESIDENT/CEO | — |
| BALL JASON LINDSAY | CHIEF COMPLIANCE OFFICER; PRESIDENT/CEO | — |
| REED DEBORAH FASSLER | CHIEF COMPLIANCE OFFICER/SECRETARY/CFO; SECRETARY/CFO | — |