CRD: 155458
Batley & Associates
Estacada, OR
5033517024
$12.3M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
2 Employees
62 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-16-2010
- Office Locations
- 1
Office Locations
-- Estacada OR
About Batley & Associates
Batley & Associates is a Estacada-based RIA. The firm has been operating for 15 years. Managing $12.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$198.2K AVG AUM / CLIENT
8.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Investment Vehicles
Vector
Services
Ridge harbor Capital Element
Owner & Executives
K
KENT MICHAEL BATLEY
President
- CRD
- #1122460
- Ownership
- 75% or more
(862) 623-7959
oak.wave@frontiercapital.com
in linkedin.com/in/signal-capital
Showing 1 of 1 owners & executives
Unlock allContacts
Richard Steven Batley
--
- CRD
- #8058294
(982) 519-3932
focus.insight@radialcapital.com
in linkedin.com/in/peak-meridian
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,291,238 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,291,238 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,291,238
Public Funds:
20.8% Cash:
47.4% Equity - Exchange:
31.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $757,916,043 | 20.8% |
| Cash | $1,727,174,060 | 47.4% |
| Equity - Exchange | $1,158,737,028 | 31.8% |
| Total | $3,643,827,131 | 100.0% |