Overview
Assets Under Management: $395 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 246
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 246
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,529
Discretionary Accounts: 1,521
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 111234
Last Filing Date: 2024-03-21 00:00:00
Website: https://enrichpartners.com