South Lane Wealth Management LLC

South Lane Wealth Management LLC (CRD# 167439) is a financial advisory firm headquartered in , . They manage $43,159,044 in 108 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/in/donald-ballai-440b265/
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $399,621
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at South Lane Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald Ballai, financial advisor Ringoes NJ
Donald A. Ballai
CRD#: 4420362
Ringoes, NJ

Donald Ballai (CRD# 4420362) is an Investment Advisor Representative working at South Lane Wealth Management LLC in Ringoes, NJ and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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