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Daniel Patrick Mc Hugh

BALLAST FINANCIAL ADVISORS, LLC·WEST CHESTER, Pennsylvania
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535 N. CHURCH ST., WEST CHESTER, PA 19380CRD# 2578755Firm CRD# 304430
01

About

Daniel Patrick Mc Hugh is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with BALLAST FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BALLAST FINANCIAL ADVISORS, LLC
BALLAST FINANCIAL ADVISORS, LLC
AUM
$247M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2578755
Firm CRD# 304430
6 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Patrick Mc Hugh offer?
Daniel Patrick Mc Hugh specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
What are Daniel Patrick Mc Hugh's credentials?
Daniel Patrick Mc Hugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick Mc Hugh located?
Daniel Patrick Mc Hugh is based in WEST CHESTER, Pennsylvania, working with BALLAST FINANCIAL ADVISORS, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Daniel Patrick Mc Hugh charge for services?
Daniel Patrick Mc Hugh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALLAST FINANCIAL ADVISORS, LLC?
BALLAST FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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