Ballentine Capital Advisors

  • Financial Services
  • Wade Hampton SC
  • 11 employees
  • Financial Services
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Company Overview

Headquarters
23 Buena Vista Way, Suite B, Wade Hampton SC
Website
ballentinecapital.com
Phone
(864) 322-6046
Employees
11
Industry
Financial Services
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Financials & Stats

Revenue

$3B

More Financials

Who is Ballentine Capital Advisors

Ballentine Capital Advisors is a financial services firm based in Wade Hampton, South Carolina. As a team of eleven employees, they manage a revenue of $2.5 million annually. The company focuses on providing comprehensive wealth management solutions tailored to the needs of both individuals and businesses. Ballentine Capital Advisors specializes in assisting clients with wealth assessment, planning, implementation, monitoring, and review. Their approach aims to minimize tax liabilities and administrative complexities that can arise from insufficient or poorly structured financial plans. The firm strives to help clients maximize wealth creation and protection through personalized guidance and objective perspectives. The company emphasizes a collaborative approach to wealth management, partnering with clients and other professionals, such as certified public accountants (CPAs) and attorneys, to ensure a holistic and expert-driven process. This collaborative strategy ensures that clients receive comprehensive and coordinated financial advice from a team of trusted advisors. For more information about Ballentine Capital Advisors and their range of services, visit their website at ballentinecapital.com.

Ballentine Capital Advisors Industry Tags

Retirement
Retirement Planning
Financial Planning
Financial Advisor
Wealth Management
Retirement Income Planning
Wealth Advisor
B2B
B2C
Financial Services
Financial Advisory Services
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FAQ

What is the location of Ballentine Capital Advisors's headquarters?
The headquarters of Ballentine Capital Advisors are situated at 23 Buena Vista Way, Suite B, Wade Hampton SC
What is Ballentine Capital Advisors's phone number?
Ballentine Capital Advisors's contact number is (864) 322-6046.
What is Ballentine Capital Advisors's official website?
The official website of Ballentine Capital Advisors can be found at ballentinecapital.com.
What is Ballentine Capital Advisors's current revenue?
As of January 2015, Ballentine Capital Advisors's annual revenue reached $3B.
How many employees does Ballentine Capital Advisors currently have?
Ballentine Capital Advisors employs approximately 11+ people as of January 2015
Which industries is Ballentine Capital Advisors primarily operating in?
Ballentine Capital Advisors operates in the following industries: Finance, Credit
What are Ballentine Capital Advisors's industry tags?
Ballentine Capital Advisors's industry tags include: Retirement, Retirement Planning, Financial Planning

Employee Directory

Key Employees

Anthony Colancecco

Wealth Advisor and Chief Operating Officer

Phone Email

Logan Tillotson

Operations Specialist

Phone Email

Wendy Bosier

Administrative and Marketing Assistant

Phone Email

Gracyn Nott

Financial Planning Analyst & Client Services Specialist

Phone Email