Balentine

Balentine (CRD# 152511) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,691,282,848 in 3,512 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
3344 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326
https://www.balentine.com
By the Numbers
  • Total Assets Under Management
    4,691
    MILLION
  • Total Number of Accounts
    3,512
    ACCOUNTS
  • Average Account Value
    $1,335,787
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, FL, GA, IL, LA, NC, NJ, NY, SC, TN, TX, VA, WV

Financial Advisors at Balentine
Showing 1 - 4 of 4 top financial advisors.
1
Brittain Prigge, financial advisor Atlanta GA
Brittain E. Prigge
CRD#: 2233837
3344 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

Brittain Prigge (CRD# 2233837) is an Investment Advisor Representative working at Balentine in Atlanta, GA and has over 31 years of experience in the finance industry.

2
Marshall Brannock, financial advisor Raleigh NC
Marshall R. Brannock
CRD#: 6393181
301 Hillsborough St, Suite 920, Raleigh, NC 27603

Marshall Brannock (CRD# 6393181) is an Investment Advisor Representative working at Balentine in Raleigh, NC and has over 9 years of experience in the finance industry.

3
John Maddison, financial advisor Atlanta GA
John B. Maddison
CRD#: 5361678
3344 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

John Maddison (CRD# 5361678) is an Investment Advisor Representative working at Balentine in Atlanta, GA and has over 16 years of experience in the finance industry.

4
Jennifer Pcholinsky, financial advisor Raleigh NC
Jennifer K. Pcholinsky
CRD#: 7882954
301 Hillsborough St, Suite 920, Raleigh, NC 27603

Jennifer Pcholinsky (CRD# 7882954) is an Investment Advisor Representative working at Balentine in Raleigh, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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