1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BALENTINE & COMPANY OF TENNESSEE

Map pinATLANTA, GA
Phone404-760-2100
NotebookSEC #801-58148
Total AUM
$76.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THE PINNACLE, 20TH FLOOR
3455 PEACHTREE ROAD, NE
ATLANTA
GA 30326-3248
USA
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
404-760-2100

ReceiptFinancials

Total AUM
$76.6M
Accounts
24
Discretionary
$72.8M
Accounts
14
Non-Discretionary
$3.8M
Accounts
10

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account