CHRISTIAN CURRY BATCHELDER, CFP
Firm details
- Headquarters
- ,
- CRD number
- 133255
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1CHRISTIAN BATCHELDER
Investment Advisor RepresentativeCRD 1002414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
SMART CHOICE FINANCIAL PLANNING, INC.
RIAFINANCIAL SERVICES OF NORTHEAST WISCONSIN, INC.
RIAITI FINANCIAL MANAGEMENT
RIASPRINGFIELD, MO
MEYERS WEALTH MANAGEMENT
RIAPALO ALTO, CA
QUINN FINANCIAL PLANNING, LLC
RIAORLAND PARK, IL
CAPITAL DESIGN PRIVATE WEALTH LLC
RIAPORTSMOUTH, NH