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VerifiedFinancial Services· Founded 2014

Ballestas Group

Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets, maximizing value through conscientious strategic planning, risk management, and impeccable execution. We are dedicated to providing a high level of customer service in a proactive and responsible manner. Our clients are the foundation of our practice. As such, we are committed to generating a significant impact in their financial stability by providing counsel and helping them make informed financial decisions. Our main objective is to earn our clients’ trusts under the intention of establishing long-term, transgenerational relationships with them. Of equal importance is our commitment to remain alert to possible changes and challenges that may arise in the lives of our clients to help them prepare and manage such circumstances adequately. Securities offered through Bolton Global Capital, Inc, 579 Main St, Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor.

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HeadquartersMiami, United StatesEmployees10(1 to 10)Annual revenue$1M to <$10MFounded year2014Websiteballestasgroup.comLinkedIn profileLinkedIn

Verified contacts

12

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LinkedIn employees

10

1 to 10 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

3

tools in use

Monthly traffic

3

organic / mo

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Top roles at Ballestas Group

9 distinct titles indexed · top 9 shown.

  • 2investment analyst
  • 1becario
  • 1business development associate
  • 1financial analyst
  • 1intern asset management
  • 1managing director client advisory firm operations
  • 1managing partner ballestas group llc
  • 1managing partner portfolio strategy, wealth management & advisory
  • 1real estate & marketing specialist

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