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Ballast Advisors, LLC

● SEC registered since 2017CRD 285991SEC# 801-108984Woodbury, MN
Export (members)
Reg. AUM
$587.6M
Employees
15
Accounts
2,449
Location
Woodbury, MN

Ballast Advisors, LLC assets under management

Ballast Advisors, LLC is a registered investment adviser overseen by the SEC based in Woodbury, MN. The firm has been registered since 2017. It reports $587.6 million in regulatory assets under management and employs 15 people.
www.facebook.com/ballastadvisorsView on SEC.gov ↗

Ballast Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Gerczak & Associates LLC ControlManaging Member25-50%2018
Parnell & Associates, Inc. ControlManaging Member50-75%2017
Paul Louis Parnell ControlPrincipal And Wealth AdvisorUnder 5%2017
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Frequently asked questions

How much does Ballast Advisors, LLC manage?

Ballast Advisors, LLC reports $587.6 million in regulatory assets under management on its Form ADV.

How many employees does Ballast Advisors, LLC have?

Ballast Advisors, LLC reports 15 employees.

Where is Ballast Advisors, LLC located?

Ballast Advisors, LLC is based in Woodbury, MN and has been SEC-registered since 2017.

Does Ballast Advisors, LLC disclose fund performance?

Ballast Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address683 Bielenberg Drive, Suite 208, Woodbury, MN 55125
Phone(651) 478-4644
Fax(651) 730-5432
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$568.5M
Non-discretionary$19M
Total (RAUM)$587.6M