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Home > Retirement Planners > wisconsin > brookfield > ENTASIS ASSET MANAGEMENT LLC
ENTASIS ASSET MANAGEMENT LLC
200 S Executive Dr.
Suite 101
Brookfield, Wisconsin 53005
Tel: 262-754-5299
About ENTASIS ASSET MANAGEMENT LLC
ENTASIS ASSET MANAGEMENT LLC, formally registered with the SEC as ENTASIS ASSET MANAGEMENT LLC. The firm was established in 10/22/2021. They have over 1 offices throughout the country.
ENTASIS ASSET MANAGEMENT LLC is a Brookfield, Wisconsin based Financial Planning firm with nearly $136,078,266 assets under management, offering retirement planning & investment advisory services to 428 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282711 |
| SEC# | 801-121733 |
| Assets Managed by Firm | $136,078,266 |
| No. of Clients | 428 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 428 | $136,078,266 |
| Individuals (other than high net worth individuals) | 100 | $36,379,481 |
| High net worth individuals | 43 | $78,258,833 |
| Pension and profit sharing plans | 1 | $2,846,575 |
| Corporations or other businesses | 4 | $17,653,421 |
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