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
John Tubman (CRD# 5192955) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.
Debra Whitney (CRD# 5656632) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 15 years of experience in the finance industry.
Blaine Bensur (CRD# 7403514) is an Investment Advisor Representative working at Ballentine Partners in Palm Beach Gardens, FL and has over 2 years of experience in the finance industry.
Elizabeth Campana (CRD# 5365274) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 15 years of experience in the finance industry.
Alejandro Carballido (CRD# 7826608) is an Investment Advisor Representative working at Ballentine Partners in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.
Alexa Carbone (CRD# 6637680) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 3 years of experience in the finance industry.
Emily Cashman (CRD# 4874716) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 5 years of experience in the finance industry.
Peter Chiappinelli (CRD# 4094005) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 17 years of experience in the finance industry.
Jennifer Christian Murtie (CRD# 6155714) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 4 years of experience in the finance industry.
Austen Clark (CRD# 7485119) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 2 years of experience in the finance industry.