BALLENTINE FINN & CO INC
CRD #108853 SEC #801-56250 WOLFEBORO, NH 603-569-1717
SEC Registered
Total AUM
$625M
Discretionary
$513M
Employees
--
Clients
51
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $2.5B | $1.5B | $1B | -- | -- |
| Mar 2007 | $1.5B | $1.5B | $0 | -- | -- |
| Dec 2006 | $694M | $694M | $0 | -- | -- |
| Mar 2006 | $694M | $694M | $0 | -- | -- |
| Jun 2005 | $625M | $513M | $112M | -- | -- |
| Mar 2002 | $269M | $269M | $0 | -- | -- |
DateMar 2009
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$1B
Employees--
Clients--
DateMar 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$694M
Discretionary$694M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$694M
Discretionary$694M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$625M
Discretionary$513M
Non-Disc.$112M
Employees--
Clients--
DateMar 2002
Total AUM$269M
Discretionary$269M
Non-Disc.$0
Employees--
Clients--