Ballentine Finn & Co Inc is a large advisory firm based in Wolfeboro. It manages $2.53 billion of regulatory assets for 2,023 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.
Ballentine Finn & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ballentine Finn & Co Inc is $2.53 billion. The firm's AUM has grown by 977% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ballentine Finn & Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Roy Cooper Ballentine has been acting as President since 1 Jan 1997. Gregory Lambros Peterson joined the executive team most recently as the Vice President.
The principal office where Ballentine Finn & Co Inc performs its advisory services is located at 55 Mill Street, Wolfeboro, NH 03894 The mailing address of the firm is Po Box 1860, Wolfeboro, NH 03894. An additional office of the firm is in Waltham, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 603-569-1717 or by fax 603-569-5264. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.ballentine-finn.com.