C
CRD: 133255
Christian Curry Batchelder, CFP
Oakland, CA
5104092707
$96.0M Total AUM
$96.0M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-1993
- Office Locations
- 1
Office Locations
-- Oakland CA
About Christian Curry Batchelder, CFP
Christian Curry Batchelder, CFP is a Oakland-based RIA. The firm has been operating for 32 years. Managing $96.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Legacy Planning.
Team overview
-- AVG AGE
$96.0M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
32.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Vector horizon Wave
Investment Themes
Fusion Beacon Crest Ridge beacon
Investment Vehicles
Signal ember
Services
Delta Peak Vertex ridge Unison
Owner & Executives
CHRISTIAN CURRY BATCHELDER
Executive Vice President, Owner, PRINCIPAL
- CRD
- #1002414
- Ownership
- 75% or more
(772) 389-4247
crest.frontier@focuscapital.com
in linkedin.com/in/ridge-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,000,000 | $430,000 |
| Non-Discretionary | $0 | -- |
| Total | $96,000,000 | $430,000 |
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Separately Managed Accounts
Total SMA Asset: $96,000,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,758,736,609 | 100.0% |
| Total | $5,758,736,609 | 100.0% |