B
CRD: 329782
Ball Investments Corporation
Yukon, OK
4058241731
$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2024
- Office Locations
- 1
Office Locations
-- Yukon OK
About Ball Investments Corporation
Ball Investments Corporation is a Yukon-based RIA. The firm has been operating for 2 years. Managing $3.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
$48.0K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Timber ember Optima
Client Personas
Legacy pathway
Investment Themes
Vector
Services
Foundation alpha
Owner & Executives
J
Jordan Drake Ball
Chief Compliance Officer, Chief Executive Officer, Vice President
- CRD
- #7404913
- Ownership
- 75% or more
(262) 864-8046
signal.beacon@alphacapital.com
in linkedin.com/in/summit-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,314,396 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,314,396 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,314,396
Equity - Exchange:
29.0% Equity - OTC:
24.2% U.S. Government/Agency:
25.5% Cash:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $491,769,659 | 29.0% |
| Equity - OTC | $410,373,302 | 24.2% |
| U.S. Government/Agency | $432,418,148 | 25.5% |
| Cash | $361,196,336 | 21.3% |
| Total | $1,695,757,445 | 100.0% |