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BALLESTAS ADVISORS
BALLESTAS ADVISORS, LLC
CRD 287825
848 BRICKELL AVENUE, PH-5, MIAMI, FL, 33131, United States
Phone
(305) 423-8980
Fax
(305) 423-8981
Registration
— (—)
Source
State registered
Total AUM
$40.4M
Discretionary AUM
$40.4M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)BUSINESS CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $87K |
| High net worth individuals | 6 | $40.0M |
| Corporations/business entities | 2 | $297K |
Official SEC filing: View on IAPD