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).
-
Total Assets Under Management10,769MILLION
-
Total Number of Accounts6,390ACCOUNTS
-
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
Jessica Minty (CRD# 6963039) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 5 years of experience in the finance industry.
Adam Ochlis (CRD# 5415016) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 16 years of experience in the finance industry.
Christopher Pawlowski (CRD# 6815620) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 6 years of experience in the finance industry.
Austin Poirier (CRD# 4844249) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 17 years of experience in the finance industry.
Jeffrey Potter (CRD# 2095473) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 10 years of experience in the finance industry.
Julie Pulda (CRD# 6999227) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 5 years of experience in the finance industry.
Kyle Schaffer (CRD# 4623814) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.
Claudia Shilo (CRD# 4520129) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 23 years of experience in the finance industry.
Bruce Simon (CRD# 1976549) is an Investment Advisor Representative working at Ballentine Partners in Palm Beach Gardens, FL and has over 20 years of experience in the finance industry.
Michelle Soufan (CRD# 6423641) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.