Ballast Financial Advisors, LLC

Ballast Financial Advisors, LLC (CRD# 304430) is a financial advisory firm headquartered in West Chester, PA. They manage $247,372,928 in 1,343 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
535 N. Church St., Suite 205, West Chester, PA 19380
https://www.anchorcap.net/
By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    1,343
    ACCOUNTS
  • Average Account Value
    $184,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, FL, GA, LA, MD, NJ, PA, SC, TX, VA

Financial Advisors at Ballast Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Joseph Baker, financial advisor Georgetown DE
Joseph D. Baker
CRD#: 5739173
33 The Cir., Georgetown, DE 19947

Joseph Baker (CRD# 5739173) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in Georgetown, DE and has over 14 years of experience in the finance industry.

2
Daniel Mc Hugh, financial advisor West Chester PA
Daniel P. Mc Hugh
CRD#: 2578755
535 N. Church St., Suite 205, West Chester, PA 19380

Daniel Mc Hugh (CRD# 2578755) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in West Chester, PA and has over 29 years of experience in the finance industry.

3
Peter Schanck, financial advisor Annapolis MD
Peter R. Schanck
CRD#: 412565
1997 Annapolis Exchange Pkwy, Suite 300, Annapolis, MD 21404

Peter Schanck (CRD# 412565) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in Annapolis, MD and has over 42 years of experience in the finance industry.

4
Kevin Wrenn, financial advisor Annapolis MD
Kevin C. Wrenn
CRD#: 6474719
1910 Towne Center Blvd, Suite 250, Annapolis, MD 21401

Kevin Wrenn (CRD# 6474719) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in Annapolis, MD and has over 8 years of experience in the finance industry.

5
Daniel Elser, financial advisor West Chester PA
Daniel Elser
CRD#: 6912809
535 N. Church St., Suite 205, West Chester, PA 19380

Daniel Elser (CRD# 6912809) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in West Chester, PA and has over 4 years of experience in the finance industry.

6
Mark May, financial advisor West Chester PA
Mark A. May
CRD#: 7785535
535 N. Church St., Suite 205, West Chester, PA 19380

Mark May (CRD# 7785535) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in West Chester, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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