CHRISTIAN CURRY BATCHELDER, CFP

RIASEC Registered
Total AUM
$96M
Discretionary
$96M
100% of AUM
Avg account
$873K
Accounts
110
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
133255
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Christian Curry Batchelder, Cfp operates as a sole proprietorship and is registered as an independent registered investment adviser. The practice is owner-managed by Christian Curry Batchelder and serves individual and family clients, with a stated focus on financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports its advisory model as discretionary. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • CHRISTIAN BATCHELDER

    Investment Advisor RepresentativeCRD 1002414

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth