AF
Ashley M. Fredricks
ENTASIS ASSET MANAGEMENT LLC
Brookfield, WI 53005
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CRD#: 7808214
AF
Professional summary
Ashley Megan Fredricks, who also goes by Ashley Megan Black, Ashley Megan Fredericks, is a registered financial advisor currently at ENTASIS ASSET MANAGEMENT LLC located in Brookfield, Wisconsin.
Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ashley has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ashley Megan Black | Ashley Megan Fredericks
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Fredericks, CPA, LLC Tax practice, not investment-related (Accounting and tax preparation services.) 394 Williamstown Suite, 103, Delafield, WI 53018 CPA Practice // Owner // 100% Ownership Practice opened July 2016 Spend appx 150 hours monthly during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Ashley Megan Fredricks's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 21, 2024 - Present
ENTASIS ASSET MANAGEMENT LLC
Office #1: 200 S Executive Dr. Suite 101, Brookfield, WI 53005RIA
CRD#: 282711
Brookfield, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ENTASIS ASSET MANAGEMENT LLC
ENTASIS ASSET MANAGEMENT LLC
CRD#: 282711 / SEC#: 801-121733
RIA
Registered Investment Advisory firm - (10/22/2021 Approved)Illinois
Registered Investment Advisory firm - (12/10/2021 Terminated)Texas
Registered Investment Advisory firm - (12/10/2021 Terminated)Wisconsin
Registered Investment Advisory firm - (12/10/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(8/21/2024)
Exams
Current Firm
ENTASIS ASSET MANAGEMENT LLC
ENTASIS ASSET MANAGEMENT LLC
CRD#: 282711 / SEC#: 801-121733
RIA
Registered Investment Advisory firm - (10/22/2021 Approved)Illinois
Registered Investment Advisory firm - (12/10/2021 Terminated)Texas
Registered Investment Advisory firm - (12/10/2021 Terminated)Wisconsin
Registered Investment Advisory firm - (12/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 S Executive Dr. Suite 101, Brookfield, WI 53005
Mailing Address
Phone number
(262) 754-5299
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 465 |
| AUM (Assets Under Management) | $ 170,995,814 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ENTASIS ASSET MANAGEMENT LLC
CRD#: 282711Brookfield, WI 53005TRUST BUT VERIFY
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