Overview
Assets Under Management: $384 million
Headquarters: MACON, GA
High-Net-Worth Clients: 146
Average Client Assets: $2.3 million
Frequently Asked Questions
DAY & ENNIS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125549), DAY & ENNIS, LLC is subject to fiduciary duty under federal law.
DAY & ENNIS, LLC is headquartered in MACON, GA.
DAY & ENNIS, LLC serves 146 high-net-worth clients according to their SEC filing dated July 17, 2023. View client details ↓
According to their SEC Form ADV, DAY & ENNIS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DAY & ENNIS, LLC manages $384 million in client assets according to their SEC filing dated July 17, 2023.
According to their SEC Form ADV, DAY & ENNIS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.45%
Average Client Assets: $2.3 million
Total Client Accounts: 887
Discretionary Accounts: 877
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 125549
Filing ID: 1774996
Last Filing Date: 2023-07-17 16:12:00