Cue Ball Discovery LLC is a related adviser based in Boston. It manages $18.2 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Massachusetts.
Cue Ball Discovery provides pension consulting services and market timing 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.
The assets under management (AUM) of Cue Ball Discovery LLC is $18.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cue Ball Discovery LLC 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.
Bradley Ross Balter joined the executive team most recently as the Portfolio Manager.
The principal office where Cue Ball Discovery LLC performs its advisory services is located at 200 State Street, Boston, MA 02109, 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 617-478-6333 or by fax 617-478-6334. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.cueball.com, www.cbdiscovery.com.