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BALLAST ADVISORS, LLC
CRD 285991 · SEC 801-108984
683 BIELENBERG DRIVE, SUITE 208, WOODBURY, MN, 55125, United States
Phone
(651) 478-4644
Fax
(651) 730-5432
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$674.5M
Discretionary AUM
$652.6M
Team
15 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 645 | $286.9M |
| High net worth individuals | 169 | $369.4M |
| Pension/profit sharing plans | 1 | $2.3M |
| Charitable organizations | 1 | $476K |
| Corporations/business entities | 15 | $15.5M |
States served
AZ, CA, CO, GA, IL, LA, MA, MI, MN, NE, NJ, NC, OR, PA, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD