BALENTINE

3344 Peachtree Road Ne
Suite 2200
Atlanta, Georgia 30326
Tel: (404) 537-4800

About BALENTINE

BALENTINE, formally registered with the SEC as BALENTINE. The firm was established in 12/14/2009. They have over 2 offices throughout the country.

BALENTINE is a Atlanta, Georgia based Financial Planning firm with nearly $4,691,282,848 assets under management, offering retirement planning & investment advisory services to 3512 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152511
SEC#	801-70910
Assets Managed by Firm	$4,691,282,848
No. of Clients	3512
No. of Advisors	56

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3512	$4,691,282,848
Individuals (other than high net worth individuals)	14	$1,417,675
High net worth individuals	370	$3,449,432,575
Pension and profit sharing plans	3	$75,282,799
Charitable organizations	17	$439,632,630

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