BALL & COMPANY
  • BALL & COMPANY
  • REED & BALL, INC.
  • LANG WEALTH MANAGEMENT
  • BALL & COMPANY WEALTH MANAGEMENT, INC.

Adviser Profile

As of Date 02/04/2026
Registration SEC, Approved, 06/04/2013
Other registrations (2)
Contact Info 805 xxxxxxx
Websites
AUM* 203,064,245 16%
of that, discretionary 203,064,245 16%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 451,254 15%
% High Net Worth 37.42% 9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

203M 174M 145M 116M 87M 58M 29M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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