← Tributary

BALLAST ASSET MANAGEMENT

DALLAS, TX · CRD 311116 · IAPD ↗ · 469-502-3652

$220.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — BALLAST ASSET MANAGEMENT reported RAUM up 152% ($66.9M -> $168.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.