South Lane Wealth Management LLC

South Lane Wealth Management LLC (CRD# 167439) is a financial advisory firm headquartered in , . They manage $12,700,000 in 53 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $239,623
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at South Lane Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald A. Ballai
CRD#: 4420362
West Windsor, NJ
93
Wealthminder
score

Donald Ballai (CRD# 4420362) is an Investment Advisor Representative working at South Lane Wealth Management LLC in West Windsor, NJ and has over 15 years of experience in the finance industry.

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