# BALLENTINE FINN & CO INC

BALLENTINE FINN & CO INC of WOLFEBORO, NH is an SEC-registered investment adviser.

## Registration

- CRD: 108853
- Type: SEC-registered investment adviser
- SEC file number: 801-56250
- Location: 55 MILL STREET, WOLFEBORO, NH, 03894
- Phone: 603-569-1717
- Latest filing: 2009-03-27
- Regulatory AUM: $2.5B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $1.0B
- Clients: 11
- Accounts: 2,023

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| BALLENTINE ROY COOPER | PRESIDENT; PRESIDENT, CCO; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| FINN ALICE NANCY | CEO; VICE PRESIDENT; VICE PRESIDENT, CCO | — |
| SCHAFFER KYLE JUDGE | DIRECTOR & VICE PRESIDENT; VICE PRESIDENT | — |
| SHILO CLAUDIA JEAN | VICE PRESIDENT | — |
| PETERSON GREGORY LAMBROS | SHAREHOLDER; VICE PRESIDENT | — |
| MCMORROW ANDREW JOHN | DIRECTOR & VICE PRESIDENT; SHAREHOLDER | — |
| EDWARDS-PITT COVENTRY | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108853/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108853/similar
- Related entities: https://search.stillhousedata.com/firm/108853/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108853

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.