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ABOUT US

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EXPERIENCE

Ballestas Group is based in the city of Miami and was founded in 1992 under the institution of Merrill Lynch. In 2014, the group became independent, joining the Bolton Global Capital structure. The group enjoys the trust of a number of families scattered throughout South America, North America and Europe, with a majority of them clustered in Colombia, Mexico and Spain.

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We have a deep understanding of the challenges, objectives, preferences, styles and strategies that distinguish investment families. As a truly global institution, we have a keen understanding of financial opportunities and their potential risks. This combination better positions us to develop, structure and execute strategies for your most important financial needs.

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At Ballestas Group, we provide access to the strategic and tactical opinions of some of the world's most respected investment professionals. This information and analysis is directly available to our clients, who can take advantage of these resources to strengthen the achievement of their financial goals. We can also take advantage of other financial institutions, such as J.P. Morgan, UBS and Safra, when clients demand it.

Financial Advisors

Our team is highly credentialed with expertise in: lending, wealth transfer, family dynamics, philanthropy, asset preservation, and risk management. Our financial advisors will help ensure that your personal and family values are at the center of your wealth management strategy.

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Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Ballestas Group, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.

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Ballestas Group © 2023. All Rights Reserved.

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