BALLAST FINANCIAL ADVISORS, LLC

WEST CHESTER, Pennsylvania·3 registered advisors·CRD# 304430
SEC# 801-1171582484-266-7281
01

Firm Overview

AUM
$247M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BALLAST FINANCIAL ADVISORS, LLC

3 registered advisors
Daniel Patrick Mc Hugh
WEST CHESTER, Pennsylvania
Joseph David Baker
WEST CHESTER, Pennsylvania
William John Miller
WEST CHESTER, Pennsylvania
05

Office Locations

WEST CHESTER, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. BALLAST FINANCIAL ADVISORS, LLC (CRD# 304430) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.