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BALLAST, INC.
LEXINGTON, KY
859-226-0625
SEC #801-79651Total AUM
$751.5M
Employees
12Clients
476Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
400 EAST VINE ST
SUITE 400
LEXINGTON
KY 40507
United States
SUITE 400
LEXINGTON
KY 40507
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
859-226-0625
Financials
Total AUM
$751.5M
Accounts
1,888Discretionary
$699.8M
Accounts
1,675Non-Discretionary
$51.7M
Accounts
213
Clients
Individual Clients
237AUM
$88.3M
HNW Individual Clients
217AUM
$627M
Pension/Profit Sharing Plan Clients
17AUM
$29.1M
Charitable Organization Clients
3AUM
$2.4M
Government Entity Clients
1AUM
$3.9M
Other Clients
1AUM
$712.6K
Description of Other Clients
STATE NON PROFIT PROGRAM RETIREMENT PLAN
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF CLIENT'S NET WORTH
Compliance
Disclosures
None reported
State Registrations
COFLGAINKYNCOHTNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.