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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 3, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TYDLASKA, SHAWN | I | CEO AND CCO | E | Control |
| TYDLASKA, SHAWN | I | CEO AND CCO | E | Control |
| TYDLASKA, SHAWN | I | CEO AND CCO | E | Control |
Registrations
Federal
IA
Sep 3, 2025 REGISTERED
Notice Filings (6)
CA KS LA MI TX VA
Address
340 LORTON AVESTE 216
BURLINGAME, CA 94010
United States
Phone: 650-636-7526