Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
815217330
SEC advisor number
801-108984
FINRA CRD number
285991
AUM ?
$512.46 mm
(as of 29 Feb 24)
Accounts
2,466
(as of 29 Feb 24)
Employees
16
(5 investment advisory or research)
Address
Ballast Advisors
683 BIELENBERG DRIVE
SUITE 208
WOODBURY
MN 55125-1705
683 BIELENBERG DRIVE
SUITE 208
WOODBURY
MN 55125-1705
Phone
651-478-4644
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21