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Batchelder, Christian Curry (Oakland)


Batchelder, Christian Curry is a large advisory firm based in Oakland. It manages $64.5 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Batchelder, Christian Curry provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Batchelder, Christian Curry: assets under management

The assets under management (AUM) of Batchelder, Christian Curry is $64.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $64.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $430 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Batchelder, Christian Curry for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oakland

The principal office where Batchelder, Christian Curry performs its advisory services is located at 91 Glen Avenue, Oakland, CA 94611, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-428-9952 or by fax 510-291-2866. The normal business hours are by appointment only on Monday - Friday.


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