15 Halton Green Way
Greenville, South Carolina 29607
Tel: 864-322-6046
BALLENTINE CAPITAL ADVISORS, INC, formally registered with the SEC as BALLENTINE CAPITAL ADVISORS, INC. The firm was established in 02/05/2021. They have over 2 offices throughout the country.
BALLENTINE CAPITAL ADVISORS, INC. is a Greenville, South Carolina based Financial Planning firm with nearly $187,874,319 assets under management, offering retirement planning & investment advisory services to 1035 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 140913 |
SEC# | 801-120268 |
Assets Managed by Firm | $187,874,319 |
No. of Clients | 1035 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1035 | $187,874,319 |
Individuals (other than high net worth individuals) | 242 | $71,674,957 |
High net worth individuals | 77 | $113,197,819 |
Pension and profit sharing plans | 5 | $2,887,841 |
Charitable organizations | Fewer than 5 clients | $113,702 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$368,018,536,946 | 1688501 | 31366 | |
$26,631,669,631 | 59 | 368 | |
$4,193,707,521 | 47 | 16 | |
$3,451,348,607 | 922 | 10 | |
$3,362,897,429 | 11192 | 117 |
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