Claim Profile
KB

K. Robert John Batchelor

ENTASIS ASSET MANAGEMENT LLC·BROOKFIELD, Wisconsin
Unclaimed Profile
200 S EXECUTIVE DR., BROOKFIELD, WI 53005CRD# 2763626Firm CRD# 282711
01

About

K. Robert John 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ENTASIS ASSET MANAGEMENT LLC
ENTASIS ASSET MANAGEMENT LLC
AUM
$136M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2763626
Firm CRD# 282711
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BROOKFIELD?

Browse all registered financial advisors in BROOKFIELD, Wisconsin or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty