MCQUEEN, BALL & ASSOCIATES INC.
CRD #104663 SEC #801-21989 BETHLEHEM, PA 610-954-0400
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
15
Clients
251
Accounts
1,081
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $1.2B | $1.2B | $0 | 15 | 0 |
| Mar 2019 | $1.2B | $1.2B | $0 | 15 | 0 |
| Mar 2018 | $1.3B | $1.3B | $0 | 15 | 0 |
| Mar 2017 | $1.2B | $1.2B | $0 | 16 | 300 |
| Mar 2016 | $1.1B | $1.1B | $0 | 15 | 200 |
| May 2015 | $1.2B | $1.2B | $0 | 14 | 200 |
| Mar 2015 | $1.2B | $1.2B | $0 | 14 | 200 |
| Mar 2014 | $1.1B | $1.1B | $11.3M | 14 | 200 |
| Oct 2013 | $1B | $1B | $10.7M | 14 | 200 |
| Oct 2013 | $1B | $1B | $10.7M | 14 | 200 |
| Mar 2013 | $1B | $1B | $10.7M | 14 | 200 |
| Jul 2012 | $1B | $1B | $0 | 11 | 300 |
| Apr 2012 | $1B | $1B | $0 | 11 | 300 |
| Mar 2012 | $1B | $1B | $0 | 11 | 300 |
| Mar 2008 | $836.1M | $836.1M | $0 | -- | -- |
| Mar 2007 | $771.7M | $771.7M | $0 | -- | -- |
| Mar 2006 | $668.9M | $668.9M | $0 | -- | -- |
| Sep 2005 | $593.9M | $593.9M | $0 | -- | -- |
| Mar 2004 | $514.3M | $514.3M | $0 | -- | -- |
| Apr 2002 | $438.2M | $438.2M | $0 | -- | -- |
DateApr 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients300
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients200
DateMay 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients200
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients200
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.3M
Employees14
Clients200
DateOct 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$10.7M
Employees14
Clients200
DateOct 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$10.7M
Employees14
Clients200
DateMar 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$10.7M
Employees14
Clients200
DateJul 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients300
DateApr 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients300
DateMar 2008
Total AUM$836.1M
Discretionary$836.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$771.7M
Discretionary$771.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$668.9M
Discretionary$668.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$593.9M
Discretionary$593.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$514.3M
Discretionary$514.3M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$438.2M
Discretionary$438.2M
Non-Disc.$0
Employees--
Clients--