Entasis Asset Management LLC

Entasis Asset Management LLC (CRD# 282711) is a financial advisory firm headquartered in Brookfield, WI. They manage $136,078,266 in 428 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
200 S Executive Dr., Suite 101, Brookfield, WI 53005
https://www.entasisassetmanagement.com
By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    428
    ACCOUNTS
  • Average Account Value
    $317,940
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX, WI

Financial Advisors at Entasis Asset Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Charles Batchelor, financial advisor Brookfield WI
Charles J. Batchelor
CRD#: 5877693
300 N Corporate Dr, Suite 220, Brookfield, WI 53045

Charles Batchelor (CRD# 5877693) is an Investment Advisor Representative working at Entasis Asset Management LLC in Brookfield, WI and has 1 year of experience in the finance industry.

2
K. Robert Batchelor, financial advisor Brookfield WI
K. Robert J. Batchelor
CRD#: 2763626
300 N Corporate Dr, Suite 220, Brookfield, WI 53045

K. Robert Batchelor (CRD# 2763626) is an Investment Advisor Representative working at Entasis Asset Management LLC in Brookfield, WI and has over 24 years of experience in the finance industry.

3
David Lacroix, financial advisor Brookfield WI
David D. Lacroix
CRD#: 2697242
200 S Executive Dr., Suite 101, Brookfield, WI 53005

David Lacroix (CRD# 2697242) is an Investment Advisor Representative working at Entasis Asset Management LLC in Brookfield, WI and has over 28 years of experience in the finance industry.

4
Michael Peters, financial advisor Brookfield WI
Michael J. Peters
CRD#: 4519113
300 N Corporate Dr, Suite 220, Brookfield, WI 53045

Michael Peters (CRD# 4519113) is an Investment Advisor Representative working at Entasis Asset Management LLC in Brookfield, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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