Ballestas Group

Financial Services • Miami, Florida, United States • 1-10 Employees

Company overview

Headquarters	1441 Brickell Ave, Suite 1700, Miami, Florida 33131, US
Phone number	+17866937841
Website	ballestasgroup.com
NAICS	52
SIC	621
Keywords	Cash Flow Management, Relationship Management, Financial Planning, Estate Planning, Investment Management, Trust Services, Philanthropic Planning, Family Wealth Transfer
Founded	2014
Employees	1-10
Socials

Key Contact at Ballestas Group

Felipe Ballestas

Managing Director • Client Advisory • Firm Operations

Ballestas Group Email Formats

Ballestas Group uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@ballestasgroup.com), used 54.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@ballestasgroup.com	54.5%
{f2}{last name}	{f2}doe@ballestasgroup.com	18.2%
{first name}{last name}	johndoe@ballestasgroup.com	18.2%
{f3}{last name}	{f3}doe@ballestasgroup.com	9.1%

About 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.

Ballestas Group revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

C-Suite

Employees by Department

Ballestas Group has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Ballestas Group has never raised funding before.

Ballestas Group Tech Stack

Discover the technologies and tools that power Ballestas Group's digital infrastructure, from frameworks to analytics platforms.

Microsoft Clarity

Analytics

Lodash

JavaScript libraries

Sentry

Issue trackers

Google Tag Manager

Tag managers

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Analytics

Analytics

Google Cloud CDN

CDN

Frequently asked questions

Ballestas Group is located in Miami, Florida, US.

You can reach Ballestas Group at +17866937841.

Ballestas Group was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Ballestas Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Ballestas Group

Felipe Ballestas

Managing Director • Client Advisory • Firm Operations

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