230 3rd Avenue
Suite 6
Waltham, Massachusetts 02451
Tel: 781-314-1300
BALLENTINE PARTNERS, formally registered with the SEC as BALLENTINE PARTNERS. The firm was established in 01/25/2010. They have over 4 offices throughout the country.
BALLENTINE PARTNERS is a Waltham, Massachusetts based Financial Planning firm with nearly $10,768,609,767 assets under management, offering retirement planning & investment advisory services to 6390 clients. The firm is staffed with 90 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 152802 |
SEC# | 801-71062 |
Assets Managed by Firm | $10,768,609,767 |
No. of Clients | 6390 |
No. of Advisors | 90 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6390 | $10,768,609,767 |
High net worth individuals | 316 | $10,373,650,677 |
Charitable organizations | 3 | $60,079,090 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,964,385,404,654 | 31349 | 1264 | |
$1,282,732,502,947 | 1559 | 2021 | |
$1,062,795,395,069 | 172 | 161 | |
$1,014,331,002,469 | 246 | 243 | |
$824,740,096,815 | 1965880 | 269 |
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