Unclaimed Profile

K. Robert John Batchelor

ENTASIS ASSET MANAGEMENT LLC·BROOKFIELD, Wisconsin

SIE, Series 6, Series 7, Series 26, Series 63, Series 65CFAClean record25 years registeredENTASIS ASSET MANAGEMENT LLC

200 S EXECUTIVE DR., BROOKFIELD, WI 53005CRD# 2763626Firm CRD# 282711

Profile Verification

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

Identity

K. Robert John Batchelor · BROOKFIELD, WI

Registration

CRD #2763626 · ENTASIS ASSET MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

ENTASIS ASSET MANAGEMENT LLC

Apr 2016 – present

STRONG CAPITAL MANAGEMENT INC

May 2001 – Apr 2003

MENOMONEE FALLS, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · May 1, 2001

Years registered · 25

Professional designation · CFA

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 K. Robert John Batchelor offer?

K. Robert John Batchelor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.

What are K. Robert John Batchelor's credentials?

K. Robert John Batchelor holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is K. Robert John Batchelor located?

K. Robert John 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 K. Robert John Batchelor charge for services?

K. Robert John 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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