Unclaimed Profile

Charles J Batchelor

ENTASIS ASSET MANAGEMENT LLC·BROOKFIELD, Wisconsin

Clean record15 years registeredENTASIS 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 · 15 years registered

Brand Profile

Not yet started

Career History

ENTASIS ASSET MANAGEMENT LLC

May 2016 – present

CLEARY GULL INC.

Sep 2015 – Apr 2016

MILWAUKEE, WI

CLEARY GULL ADVISORS INC.

Mar 2011 – Apr 2016

MILWAUKEE, WI

Registrations & Exams

Registration record

First registered · March 10, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENTASIS ASSET MANAGEMENT LLC

CRD 282711 · SEC 801-121733

AUM

$136M

Regulatory assets under management

Employees

428 client accounts

Services offered by ENTASIS ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ENTASIS ASSET MANAGEMENT LLC →

Introduction

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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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