BALLAST CAPITAL ADVISORS, LLC

1200 Office Plaza Drive
West Des Moines, Iowa 50266
Tel: 844-331-4662

About BALLAST CAPITAL ADVISORS, LLC

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 $273,916,175 assets under management, offering retirement planning & investment advisory services to 140 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282369
SEC#	801-120829
Assets Managed by Firm	$273,916,175
No. of Clients	140
No. of Advisors	7

Fee Structure

Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	140	$273,916,175
High net worth individuals	54	$273,916,175

Inquire with BALLAST CAPITAL ADVISORS, LLC

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