BATTERY WEALTH MANAGEMENT, INC.
Legal name: BATTERY INVESTMENT COMPANY, INC.
CRD #136325 SEC #801-66226 MOUNT PLEASANT, SC 842-216-0446
SEC Registered
Total AUM
$45.3M
Discretionary
$44.7M
Employees
5
Clients
25
Accounts
370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2007 | $45.3M | $44.7M | $553K | 5 | -- |
| Feb 2006 | $35.1M | $34.4M | $712K | 5 | -- |
| Jan 2006 | $35.1M | $34.4M | $712K | 5 | -- |
DateApr 2007
Total AUM$45.3M
Discretionary$44.7M
Non-Disc.$553K
Employees5
Clients--
DateFeb 2006
Total AUM$35.1M
Discretionary$34.4M
Non-Disc.$712K
Employees5
Clients--
DateJan 2006
Total AUM$35.1M
Discretionary$34.4M
Non-Disc.$712K
Employees5
Clients--