Battle Investment Group, LLC
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Learn more about Battle Investment Group, LLC
Overview
Battle Investment Group, LLC is an advisory firm that has its headquarters in Atlanta, Georgia. The company controls $253.6 million in assets over three accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). Battle Investment Group, LLC has a small team, including 8 financial advisors. Battle Investment Group, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as bonds, stocks and options.
Battle Investment Group, LLC manages all of the company's client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction judgments for the client's account without requiring the client's consent. Battle Investment Group, LLC's typical account size is $84.5 million. The average financial advisor at Battle Investment Group, LLC oversees fewer than one client account, making it one of the most individualized advisor firms in the country.
Battle Investment Group, LLC's central office is located at 3715 Northside Parkway Nw, Atlanta, Georgia 30327. The firm is registered to serve clients in the state of Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Battle Investment Group, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$253.6 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
8
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
3
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$84.5 million
Fee Structure
Fees for financial management are based on which services the firm provides the client. However, fee types billed by the company likely include the following fee types: asset-based, performance-based or other. The company does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Out of its three clients, Battle Investment Group, LLC's largest client is pooled investment vehicles. None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Battle Investment Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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