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Building 2BALLENTINE FINN & CO INC

Map pinWOLFEBORO, NH
Phone603-569-1717
NotebookSEC #801-56250
Total AUM
$2.5B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 MILL STREET
WOLFEBORO
NH 03894
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
603-569-1717

ReceiptFinancials

Total AUM
$2.5B
Accounts
2,023
Discretionary
$1.5B
Accounts
867
Non-Discretionary
$1B
Accounts
1,156

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMENCNHNYRI

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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