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 $297,272,625 assets under management, offering retirement planning & investment advisory services to 155 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	155	$297,272,625
High net worth individuals	58	$297,272,625

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