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
South Lane Wealth Management LLC
By the Numbers
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Total Assets Under Management43MILLION
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Total Number of Accounts108ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA, TX
Financial Advisors at South Lane Wealth Management LLC
1
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.
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