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| Keyboard |
| Ballast Point Financial Planning LLC
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|---|---|
| CRD # | 283295 |
| SEC # | 801-132445 |
| CIK # | |
| AUM | 162.4 M (2026-05-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 650-636-7526 |
| Address | 340 Lorton Ave Burlingame, CA 94010 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 27.7 |
| (b) Individuals (high net worth individuals) | 57 | 134.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 456 | 162.4 |
| By Discretionary | ||
| Discretionary | 120 | 45.1 |
| Non-Discretionary | 336 | 117.3 |
| Total | 456 | 162.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.4 | |
| Total | 456 | 162.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 16 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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|
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|
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Pittsburgh Financial Planners Inc
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Kelly Wealth Management Inc
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MI | 160.6 M |
|
RBF Capital Management Inc
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FL | 160.6 M |
|
Bountiful Investment Management LLC
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RI | 160.5 M |
|
WITT Financial Group LLC
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TN | 160.5 M |