BALLESTAS ADVISORS

BALLESTAS ADVISORS of MIAMI, FL is an SEC-registered investment adviser (CRD 287825). Regulatory assets under management: $40.4M.

Registration

• CRD: 287825
• Type: Registered investment adviser
• Location: 848 BRICKELL AVENUE, MIAMI, FL, 33131
• Phone: (305) 423-8980
• Latest filing: 2026-08-04
• Regulatory AUM: $40.4M
• Discretionary AUM: $40.4M
• Clients: 3
• Accounts: 12

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287825 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search