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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Ballast Inc
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| CRD # | 152695 |
| SEC # | 801-79651 |
| CIK # | 1730477 |
| AUM | $225.4 MM (98% Disc, 100% US) |
| Employees | 8 (62% Investors, 50% Brokers) |
| Phone | 859-226-0625 |
| Address | 360 E Vine Street Lexington, KY 40507 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VO | 8.8 | ||
| VB | 8.4 | ||
| VEU | 7.8 | ||
| VYM | 7.5 | ||
| SPLV | 6.3 | ||
| IWF | 5.1 | ||
| VWO | 5.1 | ||
| SPHQ | 5.0 | ||
| SHY | 4.9 | ||
| IWD | 4.4 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Candor Wealth Advisors LLC
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NJ | 0.2 |
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Hughes Financial Services LLC
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VA | 0.2 |
|
Wealth Watch Advisors LLC
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|
CO | 0.2 |
|
Model Capital Management LLC
✚
|
MA | 0.2 |
|
FMF&E Wealth Management LLC
✚
|
NY | 0.2 |
|
TRED AVON Family Wealth LLC
✚
|
MD | 0.2 |
|
Highsight LLC
✚
|
MA | 0.2 |
|
Family Asset Management LLC
✚
|
SC | 0.2 |
|
Knelman Asset Management Group LLC
✚
|
MN | 0.2 |
|
Yamashiro Financial Services Inc
✚
|
CA | 0.2 |