SEC CRD #801-129645
Ballast Rock Private Wealth is a private wealth advisory firm that provides comprehensive financial planning, custom investment strategies, tax optimization, estate planning, and business owner services for wealthy individuals and families.
JASON THONSSEN
CHIEF COMPLIANCE OFFICER
📞 (800) 204-2513
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AUM
$406M
Check Size
$2.0B–$2.0B
Location
CHARLESTON, SC
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