BALLAST, INC. of LEXINGTON, KY is an SEC-registered investment adviser (CRD 152695). Regulatory assets under management: $751.5M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| John Valentine Boardman | PRESIDENT | — |
| Andrew Joseph Reynolds | VICE PRESIDENT | — |
| Cameron K Hamilton | SECRETARY, DIRECTOR OF FINANCIAL PLANNING | — |
| Brian Todd Burton | TREASURER, DIRECTOR OF PORTFOLIO STRATEGY | — |
| Jeffrey Edmund Lehmann | CHIEF COMPLIANCE OFFICER | — |
| REYNOLDS JAMES JOSEPH | VICE PRESIDENT | — |
| BOARDMAN JOHN VALENTINE | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Carroll Billy Joe | CHIEF COMPLIANCE OFFICER | — |
| BURTON BRIAN TODD | TREASURER, DIRECTOR OF PORTFOLIO STRATEGY | — |
| HAMILTON CAMERON K | SECRETARY, DIRECTOR OF FINANCIAL PLANNING | — |
| Lehmann Jeffrey Edmund | CHIEF COMPLIANCE OFFICER | — |