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).
Total Assets Under Management13MILLION
Total Number of Accounts53ACCOUNTS
Average Account Value$239,623
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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 15 years of experience in the finance industry.