Mcqueen Ball & Associates Inc (Bethlehem)

Name: Mcqueen Ball & Associates Inc
Address: 60 W Broad Street, Suite 300, Bethlehem, PA, 18018 5721
Telephone: 610-954-0400

Mcqueen Ball & Associates Inc is a large advisory firm based in Bethlehem. It manages $1.19 billion of regulatory assets for 1,156 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 9 other states.

Mcqueen Ball & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcqueen Ball & Associates: assets under management

The assets under management (AUM) of Mcqueen Ball & Associates Inc is $1.19 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 177% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.19 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 million each.

Mcqueen Ball & Associates has custody of $220.49 million in cash and securities for 50 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcqueen Ball & Associates Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mcqueen Ball & Associates Inc

Jerry Blaine Mcqueen has been acting as President since 1 Jul 1981. William John Schultz has served as the Chief Investment Officer since 1 Jul 2001. Scott Eric Polter joined the executive team most recently as the Chief Operating Officer, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jerry Blaine Mcqueen	President	1 Jul 1981	75% - 100%	725634
Thomas Ball	Vice president	1 May 1983	Other	1769182
Thomas Ralph Ball	Chief compliance officer; vice president	1 May 1983	Other	1769182
William John Schultz	Chief investment officer	1 Jul 2001	Other	1174573
John Bruce Levis	Managing director	1 Dec 2009	Other	2326190
Scott Eric Polter	Chief operating officer, chief compliance officer	1 Jun 2013	Other	2208276

Based in Bethlehem

The principal office where Mcqueen Ball & Associates Inc performs its advisory services is located at 60 W Broad Street, Suite 300, Bethlehem, PA 18018 5721, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-954-0400 or by fax 610-954-0500. The normal business hours are 8:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at mcqueenball.com.