BALLENTINE PARTNERS, LLC

BALLENTINE PARTNERS
WALTHAM, Massachusetts·25 registered advisors·CRD# 152802
SEC# 801-710623781-314-1300
01

Firm Overview

AUM
$10.8B
Regulatory assets under management
Employees
90
Total firm employees
Advisors
25
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROJECT FEES
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at BALLENTINE PARTNERS, LLC

25 registered advisors
Adam William Ochlis
WALTHAM, Massachusetts
Andrew John Mcmorrow
WALTHAM, Massachusetts
Anja Saloranta
WALTHAM, Massachusetts
Christopher C Chandler
WALTHAM, Massachusetts
Claudia Jean Shilo
WALTHAM, Massachusetts
Coventry Edwards-Pitt
WALTHAM, Massachusetts
Eryn-Ashlei Bailey
WALTHAM, Massachusetts
Gregory Lambros Peterson
WALTHAM, Massachusetts
Jayson Stephen Deangelis
WALTHAM, Massachusetts
Jeffrey Weightman Potter
WALTHAM, Massachusetts
Jennifer Christian Murtie
WALTHAM, Massachusetts
Jennifer Mcgrath Eaton
WALTHAM, Massachusetts
John Barry Tubman
WALTHAM, Massachusetts
Kyle Judge Schaffer
WALTHAM, Massachusetts
Laurie Allen Gabriel
WALTHAM, Massachusetts
Mark Neville Williamson
WALTHAM, Massachusetts
Paul Matthew Meister
WALTHAM, Massachusetts
Paul Michael Montrone
WALTHAM, Massachusetts
Peter Chiappinelli
WALTHAM, Massachusetts
Roy Cooper Ballentine
WALTHAM, Massachusetts
Scott Thomas Baker
WALTHAM, Massachusetts
Sean Cleary
WALTHAM, Massachusetts
Stephen Henry Hopkins
WALTHAM, Massachusetts
Thomas Walker Bullitt
WALTHAM, Massachusetts
William Lawrence Braman
WALTHAM, Massachusetts
05

Office Locations

WALTHAM, Massachusetts
25 advisors

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Data sourced from SEC Form ADV filings. BALLENTINE PARTNERS, LLC (CRD# 152802) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.