Company Overview
- Website
- mcqueenball.com
- Phone
- (610) 954-0400
- Employees
- 6
- Founded in
- 1981
- Industry
- Investment Bank/Securities Brokerage
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$6B
Who is McQueen Ball Associates
McQueen, Ball & Associates is a private wealth management firm based in Bethlehem, Pennsylvania. The company is independently owned and operated, with a team of six employees. McQueen, Ball & Associates specializes in providing centralized administration to affluent families with complex financial needs. They offer a range of services, including investment management, tax accounting, and trust administration, designed to meet the unique requirements of multigenerational families. Their services are tailored to address the growing complexity of the financial landscape and help clients manage their wealth effectively. The firm's team comprises professionals with certifications such as CFA®, CFP®, and CPA. They collaborate closely with clients' existing accountants and attorneys to develop and implement comprehensive strategies that address both current and future financial goals. For more information about McQueen, Ball & Associates and their services, please visit their website at mcqueenball.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 6M | 2 | Burlington, MA | 2007 | |
| 6M | 38 | New York, NY | 2011 | |
| 6M | 64 | Atlanta, GA | 1998 | |
| 6M | 68 | Atlanta, GA | 2008 | |
| 6M | 15 | New York, NY | 1988 |