Updated:
Ballaster Financial
Ballaster Financial is a fee-only fiduciary wealth management advisory practice dedicated to serving working professionals. It provides expert wealth...
Overview
Ballaster Financial is a fee-only fiduciary wealth management advisory practice dedicated to serving working professionals. It provides expert wealth management for stock compensation clients, along with comprehensive financial planning and investment management. The firm does not sell products or earn commissions and is legally bound to put clients first.
General information
Firm type
RIA
Year founded
2021
Location
Region
North America
Country
United States
Corporate office
United States
Principals
Jay Lee
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Ballaster Financial?
No named investment professionals or decision-makers are publicly associated with Ballaster Financial. The firm does not list a CEO, CIO, or managing principal on any public platform (public record).
What investment stages does Ballaster Financial target?
Ballaster Financial has not publicly stated any target investment stages, such as venture, growth, buyout, or private credit. No portfolio companies or deals have been attributed to the firm in any public source (public record).
Which sectors does Ballaster Financial focus on?
No sector preferences have been disclosed by Ballaster Financial. The firm does not list any sector tags or investment theses on any public channels (public record).
Does Ballaster Financial participate in fund commitments or only direct deals?
Ballaster Financial has not publicly disclosed whether it commits to external funds or invests solely through direct deals (public record).
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Ballaster Financial in Altss
Explore available research and relationship coverage for this adviser in Altss.