DIRECTORY OF REGISTERED ADVISORS
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BALLENTINE PARTNERS
Tel: 781-314-1300
230 3rd Avenue Suite 6
Waltham, Massachusetts 02451
BALLENTINE PARTNERS
BALLENTINE PARTNERS is a Waltham, Massachusetts based financial advisory firm with nearly $10,768,609,767 in assets under management and provides investment advisory services for 6390 clients. There are currently 90 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (PROJECT FEE
Firm CRD#:
152802
SEC#:
801-71062
No. of Clients:
6390
Assets under Management
$10,768,609,767
No. of Advisors:
90
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