Ballew & Thompson Investment Advisors, LLC is a related adviser based in Dallas. It manages $929.22 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009.
Ballew & Thompson Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ballew & Thompson Investment Advisors, LLC is $929.22 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ballew & Thompson Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Ballew & Thompson Investment Advisors, LLC performs its advisory services is located at 3500 Maple Ave. Ste 420, Dallas, TX 75219, 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 214-723-7007 or by fax 214-723-7005. The normal business hours are 8:00am-5:00pm on Monday - Friday.