Unclaimed Profile

Charles J Batchelor

ENTASIS ASSET MANAGEMENT LLC·BROOKFIELD, Wisconsin

Clean recordENTASIS ASSET MANAGEMENT LLC

200 S EXECUTIVE DR., BROOKFIELD, WI 53005CRD# 5877693Firm CRD# 282711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles J Batchelor · BROOKFIELD, WI

Registration

CRD #5877693 · ENTASIS ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles J Batchelor is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with ENTASIS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ENTASIS ASSET MANAGEMENT LLC

AUM

$136M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ENTASIS ASSET MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5877693

Firm CRD# 282711

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles J Batchelor offer?

Charles J Batchelor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.

What are Charles J Batchelor's credentials?

Charles J Batchelor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles J Batchelor located?

Charles J Batchelor is based in BROOKFIELD, Wisconsin, working with ENTASIS ASSET MANAGEMENT LLC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.

How does Charles J Batchelor charge for services?

Charles J Batchelor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENTASIS ASSET MANAGEMENT LLC?

ENTASIS ASSET MANAGEMENT LLC has approximately 4 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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