1200 Office Plaza Drive
West Des Moines, Iowa 50266
Tel: 844-331-4662
BALLAST CAPITAL ADVISORS, LLC, formally registered with the SEC as BALLAST CAPITAL ADVISORS, LLC. The firm was established in 04/16/2021. They have over 1 offices throughout the country.
BALLAST CAPITAL ADVISORS, LLC is a West Des Moines, Iowa based Financial Planning firm with nearly $297,272,625 assets under management, offering retirement planning & investment advisory services to 155 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282369 |
SEC# | 801-120829 |
Assets Managed by Firm | $297,272,625 |
No. of Clients | 155 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 155 | $297,272,625 |
High net worth individuals | 58 | $297,272,625 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$377,222,976,882 | 6824 | 1955 | |
$93,913,367,327 | 643 | 645 | |
$88,549,358,554 | 213 | 258 | |
$87,368,733,496 | 448526 | 3312 | |
$16,157,423,229 | 212836 | 383 |
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