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BALLAST CAPITAL ADVISORS LLC
BALLAST CAPITAL ADVISORS LLC
BALLAST CAPITAL ADVISORS, LLC
WEST DES MOINES, Iowa
·
2 registered advisors
·
CRD# 282369
SEC# 801-120829
0
844-331-4662
01
Firm Overview
AUM
$297M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BALLAST CAPITAL ADVISORS LLC
2 registered advisors
Gregory George Carstensen
WEST DES MOINES, Iowa
CRD# 5901323
Steven Paul Harms
WEST DES MOINES, Iowa
CRD# 5729413
05
Office Locations
WEST DES MOINES, Iowa
2 advisors
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Data sourced from SEC Form ADV filings. BALLAST CAPITAL ADVISORS LLC (CRD# 282369) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.