BALLENTINE PARTNERS

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

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 Status	Approved
Firm CRD#	152802
SEC#	801-71062
Assets Managed by Firm	$10,768,609,767
No. of Clients	6390
No. of Advisors	90

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 Clients	AUM
Firm Total	6390	$10,768,609,767
High net worth individuals	316	$10,373,650,677
Charitable organizations	3	$60,079,090

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