BATTERY GLOBAL ADVISORS, LLC

260 Franklin Street
Suite 1510
Boston, Massachusetts 02110
Tel: 617-948-3800

About BATTERY GLOBAL ADVISORS, LLC

BATTERY GLOBAL ADVISORS, LLC, formally registered with the SEC as BATTERY GLOBAL ADVISORS, LLC. The firm was established in 02/17/2012. They have over 2 offices throughout the country.

BATTERY GLOBAL ADVISORS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $4,124,800,000 assets under management, offering retirement planning & investment advisory services to 117 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158508
SEC#	801-73308
Assets Managed by Firm	$4,124,800,000
No. of Clients	117
No. of Advisors	35

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (ACQUISITION FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	117	$4,124,800,000
High net worth individuals	57	$1,937,400,000

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