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Home > Retirement Planners > kentucky > lexington > BALLAST, INC.
BALLAST, INC.
400 East Vine St
Suite 400
Lexington, Kentucky 40507
Tel: 859-226-0625
About BALLAST, INC.
BALLAST, INC, formally registered with the SEC as BALLAST, INC. The firm was established in 04/25/2014. They have over 1 offices throughout the country.
BALLAST, INC. is a Lexington, Kentucky based Financial Planning firm with nearly $625,203,027 assets under management, offering retirement planning & investment advisory services to 1798 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152695 |
| SEC# | 801-79651 |
| Assets Managed by Firm | $625,203,027 |
| No. of Clients | 1798 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF CLIENT'S NET WORTH)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1798 | $625,203,027 |
| Individuals (other than high net worth individuals) | 239 | $95,809,412 |
| High net worth individuals | 198 | $505,157,493 |
| Pension and profit sharing plans | 15 | $21,105,492 |
| Charitable organizations | Fewer than 5 clients | $1,752,147 |
| Corporations or other businesses | Fewer than 5 clients | $1,378,483 |
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