BALLAST POINT FINANCIAL PLANNING, LLC
CRD #283295 SEC #801-132445 BURLINGAME, CA 650-636-7526
SEC Registered
Total AUM
$130.3M
Discretionary
$35.7M
Employees
4
Clients
101
Accounts
197
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $130.3M | $35.7M | $94.6M | 4 | 11 |
| Jun 2025 | $130.3M | $35.7M | $94.6M | 4 | 11 |
| Mar 2025 | $130.3M | $35.7M | $94.6M | 4 | 11 |
DateSep 2025
Total AUM$130.3M
Discretionary$35.7M
Non-Disc.$94.6M
Employees4
Clients11
DateJun 2025
Total AUM$130.3M
Discretionary$35.7M
Non-Disc.$94.6M
Employees4
Clients11
DateMar 2025
Total AUM$130.3M
Discretionary$35.7M
Non-Disc.$94.6M
Employees4
Clients11