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BALENTINE
ATLANTA, GA
(404) 537-4800
SEC #801-70910Total AUM
$5.5B
Employees
61Clients
464Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3344 PEACHTREE ROAD NE
SUITE 2200
ATLANTA
GA 30326
United States
SUITE 2200
ATLANTA
GA 30326
United States
Operating Hours
MON - THURS 8:30AM - 5:00PM; FRI 8:30AM - 4:00PM
MON - THURS 8:30AM - 5:00PM; FRI 8:30AM - 4:00PM
MON - THURS 8:30AM - 5:00PM; FRI 8:30AM - 4:00PM
Phone
(404) 537-4800
Other Offices
1
Financials
Total AUM
$5.5B
Accounts
3,447Discretionary
$5.3B
Accounts
3,270Non-Discretionary
$238.5M
Accounts
177
Clients
Individual Clients
13AUM
$3.2M
HNW Individual Clients
426AUM
$4B
Pooled Vehicle Clients
6AUM
$165.3M
Pension/Profit Sharing Plan Clients
2AUM
$42.7M
Charitable Organization Clients
13AUM
$527.9M
Government Entity Clients
4AUM
$806.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARFLGAILLANCNENHNJNYSCTNTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.