BATLEY & ASSOCIATES

BATLEY & ASSOCIATES is an SEC-registered investment adviser (CRD 155458). Regulatory assets under management: $12.3M.

Registration

• CRD: 155458
• Type: Registered investment adviser
• Phone: 503-351-7024
• Latest filing: 2026-03-31
• Regulatory AUM: $12.3M
• Discretionary AUM: $12.3M
• Clients: 2
• Accounts: 57

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155458 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search