BALLAST ASSET MANAGEMENT

3879 Maple Avenue
Suite 300
Dallas, Texas 75219
Tel: 469-502-3652

About BALLAST ASSET MANAGEMENT

BALLAST ASSET MANAGEMENT, formally registered with the SEC as BALLAST ASSET MANAGEMENT. The firm was established in 11/09/2020. They have over 1 offices throughout the country.

BALLAST ASSET MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $206,340,260 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311116
SEC#	801-119749
Assets Managed by Firm	$206,340,260
No. of Clients	2
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$206,340,260
Pension and profit sharing plans	Fewer than 5 clients	$47,535,038

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