Ballamor Capital Management, Inc. (Radnor)

Ballamor Capital Management, Inc. is a large advisory firm based in Radnor. It manages $1.82 billion of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, New Jersey, and 4 other states.

Ballamor Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ballamor Capital Management: assets under management

The assets under management (AUM) of Ballamor Capital Management, Inc. is $1.82 billion. The firm's AUM has grown by 160% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.82 billion in discretionary accounts and $4.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.06 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.39 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ballamor Capital Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ballamor Capital Management, Inc.

Barry R Bekkedam has been acting as President since 1 Nov 1998. Inc. Ballamor Capital Management joined the executive team most recently as the Manager.

Direct owners and executive officers

Based in Radnor

The principal office where Ballamor Capital Management, Inc. performs its advisory services is located at 555 East Lancaster Avenue, Radnor, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-598-2500 or by fax 484-598-2505. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ballamorcapital.com.

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