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BALLAST FINANCIAL ADVISORS, LLC
CRD 304430 · SEC 801-117158
535 N. CHURCH ST., SUITE 205, WEST CHESTER, PA, 19380, United States
Phone
484-266-7281
Fax
484-947-0808
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$342.6M
Discretionary AUM
$129.1M
Team
5 total employees; 5 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 482 | $117.0M |
| High net worth individuals | 120 | $207.6M |
| Corporations/business entities | 5 | $131K |
States served
CA, DE, GA, LA, MD, NJ, NY, NC, PA, SC, VA, TX, FL
All web addresses on file
- https://www.anchorcap.net/
- HTTPS://WWW.BALLASTFA.COM
- https://www.linkedin.com/company/ballast-financial-advisors/
- HTTPS://WWW.LINKEDIN.COM/IN/JOSEPH-BAKER-CPA-CFP®-6BB86B9/
- https://www.linkedin.com/in/daniel-e-70036014a/
- https://www.linkedin.com/in/markallenmay/
- https://www.linkedin.com/company/anchor-capital-management-llc/
- https://www.facebook.com/BallastFAWestChesterPA/
- HTTPS://WWW.LINKEDIN.COM/IN/JAKEBURNHAM05/
- HTTPS://WWW.LINKEDIN.COM/IN/DANIEL-MCHUGH-98719730/
Official SEC filing: View on IAPD