BALLENTINE PARTNERS - Financial Advisor in Massachusetts, Waltham

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

Firm SEC#:

801-71062

Assets Under Management:

$10,768,609,767

No. of Clients:

6390

No. of Advisors:

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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