South Lane Wealth Management LLC
South Lane Wealth Management LLC (CRD# 167439) is a financial advisory firm headquartered in , . They manage $23,066,553 in 99 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts99ACCOUNTS
Average Account Value$232,995
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Donald Ballai (CRD# 4420362) is an Investment Advisor Representative working at South Lane Wealth Management LLC in West Windsor, NJ and has over 16 years of experience in the finance industry.