Ballance Advisors Uk Limited is a large advisory firm based in London. It manages $235 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2011.
Ballance Advisors Uk Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ballance Advisors Uk Limited is $235 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ballance Advisors Uk Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Barrie Neave has been acting as President since 1 Oct 2010. Estrella Investments Sarl joined the executive team most recently as the Shareholder Of Dbc Holdings Limited.
The principal office where Ballance Advisors Uk Limited performs its advisory services is located at 29 Floor 30 St Mary Axe, London, Ec3 A 8 Ep, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44207-469-4225 or by fax 44207-469-4216. The normal business hours are 8:30-5:30 (gmt) on Monday - Friday. You can find more information about the New York firm at ballance-group.com/.