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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Momentum ridgeUnison +more
- Established Date
- 10-31-2018
- Office Locations
- 1
Office Locations
About Highball Advisors
Highball Advisors is a fee-only, commission-free RIA focused on comprehensive financial planning and investment management for current and former railroad professionals, typically age 50+ preparing for or in retirement. The firm specializes in navigating Railroad Retirement benefits, tax and cash-flow planning, estate and insurance/risk management, and building portfolios aimed at dependable retirement income and risk control. A dedicated Railroad Retirement specialist and an extensive educational video library/YouTube channel support client guidance nationwide.
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Owner & Executives
John Patrick McNamara
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6749785
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $72,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,038,122,741 | 25.5% |
| Equity - Exchange | $2,925,305,581 | 36.6% |
| Cash | $3,029,209,878 | 37.9% |
| Total | $7,992,638,200 | 100.0% |