Ballast

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

400 E Vine St Ste 400, Lexington, Kentuc...

Phone Number

(859) 226-0625

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
2
1
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1

About Ballast

Ballast is a financial advisory firm based in Lexington, KY, specializing in tailored financial planning and wealth management services for families, individuals, entrepreneurs, medical professionals, and non-profit organizations. They focus on optimizing clients' financial strategies to accumulate, spend, and give money effectively, while providing ongoing education and personalized support. Ballast is committed to building strong relationships with their clients by understanding their unique goals and adapting their services as life changes. With a team of knowledgeable professionals, Ballast aims to ensure financial security and peace of mind for their clients.Explore more
Ballast's Social MediaPopular SearchesBallast IncBallastBoardman Company LLCSIC Code 62,628NAICS Code 52,523Show more

Ballast Org Chart

JB
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Founder & Chief Executive Officer, Financial ...

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AR
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Partner and Chief Operating Officer and Finan...

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JL
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Chief Compliance Officer & Director, Operatio...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ballast

<$5M
1-10
Private
-
2005
JB
John BoardmanFounder & CEO, Financial Advocate
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
1-10
Private
<$5M
1999
BB
Brett BenderChief Operating Officer
<$5M
1-10
Private
-
2020
BT
Brian ThomasManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2015
LB
Lester BotkinFinancial, Cfa Advisor
<$5M
1-10
Private
-
1993
ES
Eric StevensRetirement Specialist
<$5M
1-10
Private
-
2007
CK
Carolyn KlingerManager, Human Resources
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ballast is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ballast is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ballast.

Ballast Tech Stack

A closer look at the technologies used by Ballast

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Frequently Asked Questions Regarding Ballast

What is Ballast's official website?
Ballast's official website is www.ballastplan.com
What is Ballast's Revenue?
Ballast's revenue is <$5 Million
What is Ballast's SIC code?
Ballast's SIC: 62,628
What is Ballast's NAICS code?
Ballast's NAICS: 52,523
How many employees does Ballast have?
Ballast has 1-10 employees
What industry does Ballast belong to?
Ballast is in the industry of: Finance, Securities Trading
What is Ballast competition?
Ballast top competitors include: OWL Private Wealth Advisors, Clarity Financial Advisors, Botkin Family Wealth Management, Premier Wealth Advisors
What companies has Ballast acquired?
Ballast has acquired the companies: Willems Bouwbedrijf
What technology does Ballast use?
Some of the popular technologies that Ballast uses are: Cloudflare Rocket Loader, WordPress.org, reCAPTCHA, PHP
How do I contact Ballast?
Ballast contact info: Phone number: (859) 226-0625 Website: www.ballastplan.com
What does Ballast do?

Ballast is a financial advisory firm based in Lexington, KY, specializing in tailored financial planning and wealth management services for families, individuals, entrepreneurs, medical professionals, and non-profit organizations. They focus on optimizing clients' financial strategies to accumulate, spend, and give money effectively, while providin... g ongoing education and personalized support. Ballast is committed to building strong relationships with their clients by understanding their unique goals and adapting their services as life changes. With a team of knowledgeable professionals, Ballast aims to ensure financial security and peace of mind for their clients.Read More

What are Ballast social media links?
Ballast Linkedin page Ballast Facebook page
Is Ballast a public company?
Ballast is private company therefore does not currently have an official ticker symbol
See more information about Ballast

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