BATTERY WEALTH MANAGEMENT, INC.
BATTERY WEALTH MANAGEMENT, INC. of MOUNT PLEASANT, SC is an SEC-registered investment adviser (CRD 136325). Regulatory assets under management: $45.3M.
Registration
- CRD: 136325
- SEC file number: 801-66226
- Type: Registered investment adviser
- Location: 1110-B QUEENSBOROUGH BOULEVARD, MOUNT PLEASANT, SC, 29464
- Phone: 842-216-0446
- Latest filing: 2007-04-09
- Regulatory AUM: $45.3M
- Discretionary AUM: $44.7M
- Non-discretionary AUM: $553K
- Clients: 1
- Accounts: 370
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| CASSADAY WAYNE | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| PARISH ALBERT EUGENE | VICE PRESIDENT | — |
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