Ballentine Partners
Ballentine Partners (CRD# 152802) is a financial advisory firm headquartered in Waltham, MA. They manage $10,768,609,767 in 6,390 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management10,769MILLION
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Total Number of Accounts6,390ACCOUNTS
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Average Account Value$1,685,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, ME, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA
Sean Edwards (CRD# 5960579) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 12 years of experience in the finance industry.
Coventry Edwards-Pitt (CRD# 3122847) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 25 years of experience in the finance industry.
David Ferraro (CRD# 5894921) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 7 years of experience in the finance industry.
Steven Goldman (CRD# 6677825) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 7 years of experience in the finance industry.
Samuel Gough (CRD# 5059055) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 18 years of experience in the finance industry.
Andrew Hacker (CRD# 6576545) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 7 years of experience in the finance industry.
David Hanson (CRD# 6667164) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.
John Healy (CRD# 5671693) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 10 years of experience in the finance industry.
Keenan Henriques (CRD# 6553767) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 8 years of experience in the finance industry.
Stephen Hopkins (CRD# 4730599) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 7 years of experience in the finance industry.