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ENTASIS ASSET MANAGEMENT LLC
ENTASIS ASSET MANAGEMENT LLC
BROOKFIELD, Wisconsin
·
6 registered advisors
·
CRD# 282711
SEC# 801-121733
0
262-754-5299
01
Firm Overview
AUM
$136M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ENTASIS ASSET MANAGEMENT LLC
6 registered advisors
Bridie Ann Mooney
BROOKFIELD, Wisconsin
CRD# 7396117
Charles J Batchelor
BROOKFIELD, Wisconsin
CRD# 5877693
Edward Patrick Mooney
BROOKFIELD, Wisconsin
CRD# 2272993
Keith W Schmidt
BROOKFIELD, Wisconsin
CRD# 7396108
K. Robert John Batchelor
BROOKFIELD, Wisconsin
CRD# 2763626
Michael J. Peters
BROOKFIELD, Wisconsin
CRD# 4519113
05
Office Locations
BROOKFIELD, Wisconsin
6 advisors
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Data sourced from SEC Form ADV filings. ENTASIS ASSET MANAGEMENT LLC (CRD# 282711) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.