Julia
Batchenko
Red Cedar Investment Management
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About this Advisor
Julia Batchenko is a financial advisor working out of Grand Rapids, Michigan, who has 4 years of relevant experience. Batchenko is an employee of Red Cedar Investment Management. Batchenko has gained experience at Fifth Third Bank, Fifth Third Securities, Clear Arc Capital, Bahl & Gaynor Investment Counsel and Red Cedar Investment Management. Batchenko holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Ohio. Red Cedar Investment Management is a registered investment business operating out of Grand Rapids, MI. The company has a total of 14 employees. It controls $2 billion in total assets between its 63 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to four charities and foundations. The company provides a few services, including portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually depend on the services offered. Fee types billed by Red Cedar Investment Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Red Cedar Investment Management Brokerage Details
$1,454,717,654
14
63
$23,090,756
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Julia Batchenko Work History
Julia has been registered as a financial advisor for 4 years.*
Red Cedar Investment Management
Bahl & Gaynor Investment Counsel
Clear Arc Capital
Fifth Third Securities
Fifth Third Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julia Batchenko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Red Cedar Investment Management
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Cincinnati, OH
Cincinnati, OH
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
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