BALLHEIM FINANCIAL LLC

BALLHEIM FINANCIAL LLC is an SEC-registered investment adviser (CRD 164318). Regulatory assets under management: $32.3M.

Registration

• CRD: 164318
• Type: Registered investment adviser
• Phone: 563-424-5434
• Latest filing: 2026-03-12
• Regulatory AUM: $32.3M
• Discretionary AUM: $32.3M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164318 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search