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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ballast Point Financial Planning LLC
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|---|---|
| CRD # | 283295 |
| SEC # | 801-132445 |
| CIK # | |
| AUM | $130.3 M (2025-06-03) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 650-636-7526 |
| Address | 340 Lorton Ave Burlingame, CA 94010 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 37.0 |
| (b) Individuals (high net worth individuals) | 40 | 93.3 |
| (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 | 197 | 130.3 |
| By Discretionary | ||
| Discretionary | 72 | 35.7 |
| Non-Discretionary | 125 | 94.6 |
| Total | 197 | 130.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.3 | |
| Total | 197 | 130.3 |
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|---|---|---|
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Mercantile Advisors I LLC
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TX | 0.1 |
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Twin City Private Wealth LLC
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NC | 0.1 |
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RABE Investment Consulting Group
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OH | 0.1 |
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TX | 0.1 |
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Curtis Financial Planning LLC
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0.1 |