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Building 2BALLAST CAPITAL ADVISORS, LLC

Map pinWEST DES MOINES, IA
Phone844-331-4662
NotebookSEC #801-120829
Total AUM
$328.7M
Employees
7
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 OFFICE PLAZA DRIVE
WEST DES MOINES
IA 50266
United States
Operating Hours
8-5
Monday - Friday
Phone
844-331-4662

ReceiptFinancials

Total AUM
$328.7M
Accounts
147
Discretionary
$328.7M
Accounts
147
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
42
AUM
$328.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IATX

HandshakeAffiliates

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

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