Overview
Assets Under Management: $395 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 246
Average Client Assets: $2 million
Frequently Asked Questions
ENRICH FINANCIAL PARTNERS 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 #111234), ENRICH FINANCIAL PARTNERS LLC is subject to fiduciary duty under federal law.
ENRICH FINANCIAL PARTNERS LLC is headquartered in MADISON, WI.
ENRICH FINANCIAL PARTNERS LLC serves 246 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, ENRICH FINANCIAL PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ENRICH FINANCIAL PARTNERS LLC manages $395 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, ENRICH FINANCIAL PARTNERS LLC serves high-net-worth individuals and institutional clients. View client details ↓
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