BALLAST, INC. is a Lexington, Kentucky based financial advisory firm with nearly $423,413,984 in assets under management and provides investment advisory services for 1549 clients. There are currently 12 financial advisors at the firm.
General Information |
Firm CRD#: | 152695 | |
SEC#: | 801-79651 | |
Assets under Management: | $423,413,984 | |
No. of Clients: | 1549 | |
No. of Advisors: | 12 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors | |
Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees, Other(PERCENTAGE OF CLIENT'S NET WORTH) |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
STRATEGIC WEALTH INVESTMENT GROUP, LLC | 165474 | 801-117642 | 5393 | 76 | $627,838,627 |
LEGACY FINANCIAL ADVISORS, INC. | 158675 | 801-72637 | 3157 | 20 | $987,602,317 |
FIRST KENTUCKY SECURITIES CORP | 7524 | 801-67742 | 2848 | 25 | $641,112,265 |
PRIVATE CLIENT SERVICES, LLC | 120222 | 801-71475 | 2669 | 60 | $663,057,627 |
BALLAST, INC. | 152695 | 801-79651 | 1549 | 12 | $423,413,984 |
JOURNEY ADVISORY GROUP, LLC | 171919 | 801-79934 | 1527 | 19 | $837,443,499 |
LANDMARK FINANCIAL ADVISORS, LLC | 129435 | 801-62582 | 1452 | 8 | $503,689,000 |
ALEXANDER INVESTMENT SERVICES CO. | 1037 | 801-10334 | 1165 | 13 | $488,668,503 |
BARLOW WEALTH PARTNERS, LLC | 325308 | 801-127506 | 1075 | 5 | $890,183,536 |
ATLAS BROWN | 133408 | 801-63702 | 1023 | 9 | $429,726,740 |
THE GLEASON GROUP, INC. | 175104 | 801-96195 | 875 | 9 | $615,814,747 |
PARTHENON LLC | 107794 | 801-56440 | 438 | 7 | $859,633,434 |
HARVEY INVESTMENT COMPANY, LLC | 110482 | 801-58031 | 265 | 5 | $869,090,420 |
RAMSEY QUANTITATIVE SYSTEMS, INC. | 175257 | 801-97337 | 63 | 22 | $838,880,760 |
DUPREE & COMPANY, INC. | 1697 | 801-13157 | 1 | 13 | $1,100,942,271 |