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CHRISTIAN CURRY BATCHELDER, CFP
OAKLAND, CA
510-428-9952
SEC #801-63907Total AUM
$64.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
91 GLEN AVENUE
OAKLAND
CA 94611
United States
OAKLAND
CA 94611
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
510-428-9952
Financials
Total AUM
$64.5M
Accounts
150Discretionary
$64.5M
Accounts
150Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.