BALLAST FINANCIAL ADVISORS, LLC - Financial Advisor in Pennsylvania, West Chester

Tel: 484-266-7281 535 N. Church St. Suite 205 West Chester, Pennsylvania 19380

About BALLAST FINANCIAL ADVISORS, LLC

BALLAST FINANCIAL ADVISORS, LLC is a West Chester, Pennsylvania based financial advisory firm with nearly $247,372,928 in assets under management and provides investment advisory services for 1343 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

304430

Firm SEC#:

801-117158

Assets Under Management:

$247,372,928

No. of Clients:

1343

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-130496

$9,803,013,288

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305815

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2017

$2,370,836,249

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801-107742

4427

$2,166,191,568

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155157

801-81172

2376

$589,151,971

MARQUETTE ASSOCIATES, INC.

118655

801-71334

$410,559,528

FINANCIAL COACH

170478

801-81042

717

$346,775,812

TRINITY INVESTMENT ADVISORS, LLC

141039

801-66958

$300,990,891

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$235,907,635

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GLOBAL BETA ADVISORS

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