ENTASIS ASSET MANAGEMENT LLC - Financial Advisor in Wisconsin, Brookfield

Tel: 262-754-5299 200 S Executive Dr. Suite 101 Brookfield, Wisconsin 53005

About ENTASIS ASSET MANAGEMENT LLC

ENTASIS ASSET MANAGEMENT LLC is a Brookfield, Wisconsin based financial advisory firm with nearly $136,078,266 in assets under management and provides investment advisory services for 428 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

282711

Firm SEC#:

801-121733

Assets Under Management:

$136,078,266

No. of Clients:

428

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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127987

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18642

139

$5,583,981,406

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375

$406,065,314

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$251,993,929

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$213,911,816

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$210,273,331

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247

$149,100,000

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FRANCIS LLC

130687

801-62841

Not Disclosed

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