BALLENTINE PARTNERS

Tel: 781-314-1300

230 3rd Avenue
Suite 6
Waltham, Massachusetts 02451

About BALLENTINE PARTNERS

BALLENTINE PARTNERS is a Waltham, Massachusetts based financial advisory firm with nearly $10,768,609,767 in assets under management and provides investment advisory services for 6390 clients. There are currently 90 financial advisors at the firm.

General Information

Firm CRD#:		152802
SEC#:		801-71062
Assets under Management:		$10,768,609,767
No. of Clients:		6390
No. of Advisors:		90
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
Fee Structure:		A percentage of AUM, Hourly charges, Fixed fees, Other (PROJECT FEES)

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