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Building 2BALLAST ADVISORS, LLC

Map pinWOODBURY, MN
Phone(651) 478-4644
NotebookSEC #801-108984
Total AUM
$674.5M
Employees
15
Clients
831

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
683 BIELENBERG DRIVE
SUITE 208
WOODBURY
MN 55125
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(651) 478-4644
Other Offices
2

ReceiptFinancials

Total AUM
$674.5M
Accounts
2,582
Discretionary
$652.6M
Accounts
2,525
Non-Discretionary
$21.9M
Accounts
57

ContactClients

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Individual Clients
645
AUM
$286.9M
HNW Individual Clients
169
AUM
$369.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M
Charitable Organization Clients
1
AUM
$475.7K
Corporation or Business Clients
15
AUM
$15.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILLAMAMIMNNCNENJORPATXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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