Balentine LLC


Assets, Funds, Holdings

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Balentine LLC
CRD #152511
SEC #801-70910
AUM $2.4 BB (84% Disc, 100% US, 2020-03-30)
Employees40 (40% Investors, 0% Brokers)
Address3344 Peachtree Road NE
Atlanta, GA 30326
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
Sector Issuer Cap ($MM) Value ($MM)
IWF 316.4
AGG 293.8
SPTM 93.1
IUSV 83.8
RWR 69.6
IVV 64.6
SPYV 62.6
SPDW 55.1
SPYG 43.4
IEMG 38.3
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Gulf Investment Management Inc
TX 2.5
Heronbridge Investment Management LLP
ZWJ Investment Counsel Inc
GA 2.4
Carnegie Capital Asset Management LLC
OH 2.4
Brick Capital Management Inc
MI 2.4
SSN Advisory Inc
TN 2.4
Hammond Associates Institutional Fund Consultants Inc
MO 2.4
Waterfield Asset Management LLC
NY 2.4
IHT Wealth Management LLC
IL 2.4
Vista Wealth Management Group LLC
CA 2.4
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