| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Patrick MC Hugh Control | Managing Member | 50-75% | 2019 |
| Joseph David Baker Control | Managing Member & Chief Compliance Officer | 25-50% | 2019 |
Ballast Financial Advisors, LLC reports $276.4 million in regulatory assets under management on its Form ADV.
Ballast Financial Advisors, LLC reports 6 employees.
Ballast Financial Advisors, LLC is based in West Chester, PA and has been SEC-registered since 2019.
Ballast Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 535 N. Church St., Suite 205, West Chester, PA 19380 |
| Phone | 484-266-7281 |
| Fax | 484-947-0808 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2109821 |
| Discloses disciplinary history | Yes |
| Discretionary | $98.1M |
| Non-discretionary | $178.3M |
| Total (RAUM) | $276.4M |