National Retirement Planning Experts

National Coverage
Local Professionals

BALLENTINE PARTNERS

230 3rd Avenue
Suite 6
Waltham, Massachusetts 02451
Tel: 781-314-1300

Need a Financial Advisor?
Compare Vetted Advisors

About BALLENTINE PARTNERS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#152802
SEC#801-71062
Assets Managed by Firm$10,768,609,767
No. of Clients6390
No. of Advisors90

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (PROJECT FEES)

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

Firm Client Information

No. of ClientsAUM
Firm Total6390$10,768,609,767
High net worth individuals316$10,373,650,677
Charitable organizations3$60,079,090

More Retirement Planning firms in Waltham, Massachusetts:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
245 Summer Street
Boston, MA, 02210
$3,964,385,404,654313491264
WELLINGTON MANAGEMENT COMPANY LLP
280 Congress Street
Boston, MA, 02210
$1,282,732,502,94715592021
GEODE CAPITAL MANAGEMENT, LLC
100 Summer Street, 12th Floor
Boston, MA, 02110
$1,062,795,395,069172161
SSGA FUNDS MANAGEMENT, INC.
1 Iron Street
Boston, MA, 02210
$1,014,331,002,469246243
STRATEGIC ADVISERS LLC
155 Seaport Blvd
Boston, MA, 02210-2698
$824,740,096,8151965880269

Explore More Retirement Advisors in Waltham, Massachusetts