Ballentine Partners Review

Trust Score 97%
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Last updated: July 21st, 2019. Data source: SEC filings.

Ballentine Partners, federally registered in 2010, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 50 advisors. Ballentine Partners manages $6.4 billion and provides investment advisory services for 211 clients (1:5 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $3,500,000
Average Client Balance $30,448,189
Hybrid Advisor No
Disciplinary History No
Total AUM $6.4 billion
Advisor / Client Ratio 1:5
Headquarters Waltham, MA
SEC Filings Forms and Brochures    (CRD # 152802)
State(s) Registered AZ, CA, CT, DC, FL, LA, ME, MA, NH, NJ, NY, NC, RI, TX

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