Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > south carolina > greenville > BALLENTINE CAPITAL ADVISORS, INC.
BALLENTINE CAPITAL ADVISORS, INC.
15 Halton Green Way
Greenville, South Carolina 29607
Tel: 864-322-6046
About BALLENTINE CAPITAL ADVISORS, INC.
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 $262,273,904 assets under management, offering retirement planning & investment advisory services to 1267 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140913 |
| SEC# | 801-120268 |
| Assets Managed by Firm | $262,273,904 |
| No. of Clients | 1267 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1267 | $262,273,904 |
| Individuals (other than high net worth individuals) | 262 | $102,099,430 |
| High net worth individuals | 89 | $155,378,282 |
| Charitable organizations | Fewer than 5 clients | $211,110 |
| Corporations or other businesses | Fewer than 5 clients | $4,585,082 |
More Retirement Planning firms in Greenville, South Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
| $4,462,882,442 | 42 | 16 | |
| $3,417,068,970 | 420 | 20 | |
| $3,375,104,696 | 114 | 16 |
Explore More Retirement Advisors in Greenville, South Carolina