Diana
Cheung Ng
Ballentine Partners
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About this Advisor
Diana Cheung Ng is a financial advisor based in Palm Beach Gardens, Florida with 2 years of industry experience. Cheung Ng is currently employed by Ballentine Partners. Over the course of their career, they have held roles at G. Holmes Braddock Shs, Ucla, Poli Led & Signs, Fudan University, Georgetown University and Ballentine Partners LLC. Cheung Ng has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Florida. Ballentine Partners is a registered investment company that has its headquarters in Waltham, MA. It has offices in three locations and a total of 89 financial advisors. It oversees $9 billion in assets under management across its 5,764 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 5,764 accounts, 99% belong to high-net-worth individuals who have at least $1 million in investable assets. Ballentine Partners offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Financial management fees typically vary depending on the type of financial services offered. However, fees billed by Ballentine Partners can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ballentine Partners Brokerage Details
$9,287,163,956
89
5,764
$1,611,236
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Diana Cheung Ng Work History
Diana has been registered as a financial advisor for 2 years.*
Ballentine Partners LLC
Fudan University
Georgetown University
Poli Led & Signs
Ucla
G. Holmes Braddock Shs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Diana Cheung Ng to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ballentine Partners
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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