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BALLEW ADVISORS INC
CRD 110522 · SEC 801-38978
100 VISION DRIVE, SUITE 325, JACKSON, MS, 39211, United States
Phone
601-368-3500
Fax
601-368-3500
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.30B
Discretionary AUM
$1.30B
Team
11 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; SEE SCHEDULE D - MISCELLANEOUS
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 818 | $482.5M |
| High net worth individuals | 35 | $147.6M |
| Pension/profit sharing plans | 97 | $629.2M |
| Charitable organizations | 2 | $812K |
| Corporations/business entities | 19 | $36.0M |
States served
AL, AK, GA, LA, MS, NC, OK, SC, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD