Unclaimed Profile

Paul Michael Montrone

BALLENTINE PARTNERS, LLC·WALTHAM, Massachusetts

Clean recordBALLENTINE PARTNERS, LLC

230 THIRD AVENUE, WALTHAM, MA 02451CRD# 5750559Firm CRD# 152802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Michael Montrone · WALTHAM, MA

Registration

CRD #5750559 · BALLENTINE PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Michael Montrone is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with BALLENTINE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BALLENTINE PARTNERS, LLC

BALLENTINE PARTNERS

AUM

$10.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BALLENTINE PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PROJECT FEES

Regulatory

SEC/IARD CRD# 5750559

Firm CRD# 152802

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Frequently Asked Questions

What services does Paul Michael Montrone offer?

Paul Michael Montrone specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Paul Michael Montrone's credentials?

Paul Michael Montrone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Michael Montrone located?

Paul Michael Montrone is based in WALTHAM, Massachusetts, working with BALLENTINE PARTNERS, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Paul Michael Montrone charge for services?

Paul Michael Montrone's firm is compensated through percentage of aum, hourly charges, subscription fees, other: project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALLENTINE PARTNERS, LLC?

BALLENTINE PARTNERS, LLC has approximately 90 employees and manages $10.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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