Overview
Assets Under Management: $171 million
Headquarters: CHARLESTON, SC
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 407
Discretionary Accounts: 341
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 322064
Last Filing Date: 2024-11-12 00:00:00
Website: https://ballastrockpw.com