Ballew Russell Inc is a large advisory firm based in Jackson. It manages $474.04 million of regulatory assets for 976 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Georgia, Louisiana, and 6 other states.
Ballew Russell provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and publication of newsletters. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ballew Russell Inc is $474.04 million. The firm's AUM has grown by 195% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ballew Russell Inc for their services and products based on a percentage of assets under management. 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.
James Albert Hurt has been acting as President since 1 Jan 2006. Mary Patricia Martin joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ballew Russell Inc performs its advisory services is located at 4800 I 55 North, Jackson, MS 39211 The mailing address of the firm is P.O. Box 14888, Jackson, MS 39236 4888. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 601-368-3500 or by fax 601-368-3555. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at sbcorp.com/.