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Building 2BALLAST FINANCIAL ADVISORS, LLC

Map pinWEST CHESTER, PA
Phone484-266-7281
NotebookSEC #801-117158
Total AUM
$342.6M
Employees
5
Clients
608

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
535 N. CHURCH ST.
SUITE 205
WEST CHESTER
PA 19380
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
484-266-7281
Other Offices
2

ReceiptFinancials

Total AUM
$342.6M
Accounts
1,573
Discretionary
$129.1M
Accounts
782
Non-Discretionary
$213.5M
Accounts
791

ContactClients

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Individual Clients
482
AUM
$117M
HNW Individual Clients
120
AUM
$207.6M
Pension/Profit Sharing Plan Clients
1
AUM
$17.9M
Corporation or Business Clients
5
AUM
$130.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation FindingSEC/CFTC Cause of Denial/SuspensionSEC/CFTC Order EntrySEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CADEFLGALAMDNCNJNYPASCTXVA

HandshakeAffiliates

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

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