Overview
Assets Under Management: $177 million
High-Net-Worth Clients: 112
Average Client Assets: $1.0 million
Frequently Asked Questions
ENR ASSET MANAGEMENT, INCORPORATED 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 #136315), ENR ASSET MANAGEMENT, INCORPORATED is subject to fiduciary duty under federal law.
ENR ASSET MANAGEMENT, INCORPORATED serves 112 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, ENR ASSET MANAGEMENT, INCORPORATED offers portfolio management for individuals and educational seminars and workshops. View all service details ↓
ENR ASSET MANAGEMENT, INCORPORATED manages $177 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, ENR ASSET MANAGEMENT, INCORPORATED serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.20%
Average Client Assets: $1.0 million
Total Client Accounts: 177
Discretionary Accounts: 123
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 136315
Filing ID: 2071136
Last Filing Date: 2026-03-23 09:31:49