Company intelligence
Balentine
A Wealth of Perspective
About Balentine
Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them. With approximately $9 billion in assets under advisement, two offices in Atlanta and Raleigh, and 40 years of client relationships, we operate as true fiduciaries: always acting in our clients’ best interest. Families serving families. Entrepreneurs serving entrepreneurs. The opinions expressed herein are those of Balentine, LLC (“Balentine”) and are subject to change without notice. Balentine social media posts are provided for information purposes only and should not be considered investment advice or a recommendation to purchase or sell any particular security, product, or service. Balentine posts are based on data obtained from sources believed to be reliable but are not guaranteed to be accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results. Balentine does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Balentine’s social media sites. Any comments or opinions posted by another user should be attributed to that user and not Balentine. Balentine, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. Please read important disclosures here: https://www.balentine.com/disclosures
Verified activity
Signals from Balentine
6 published signals
Operations & Supply
Balentine closed its office today in celebration of Labor Day, with the office returning tomorrow.
Reported by Balentine
Partnerships
Balentine's Investment Strategy Team has planned for the Hunt for AI-Proof Assets initiative and provided access to clients.
Reported by Melissa Phillippi
People
Balentine welcomed Berry Williamson Battey, AWMA™, Keara Lynn, and Chloe Minor to support the Wealth Management Team and Private Capital Operations.
Reported by Balentine
Presence & Recognition
Balentine hosted a conversation with Emily Balentine Barbour, CFP® at the Piedmont Park Conservancy's Young Professionals Coffee & Conversations moderated by Liz Meeks.
Reported by Balentine
People
Balentine hired Melissa Phillippi as a new employee.
Reported by Melissa Phillippi
Presence & Recognition
Balentine was recognized among Raleigh's leading financial planning and advisory firms by the Triangle Business Journal.
Reported by Balentine