|
⚲
|
| EN Enterprises LLC
✚
|
|
|---|---|
| CRD # | 337964 |
| SEC # | 801-134759 |
| CIK # | |
| AUM | $142.7 M (2026-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 319-535-4525 |
| Address | 595 Ashley Ct North Liberty, IA 52317 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 31.3 |
| (b) Individuals (high net worth individuals) | 53 | 110.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 205 | 142.7 |
| By Discretionary | ||
| Discretionary | 205 | 142.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 205 | 142.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.7 | |
| Total | 205 | 142.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rivertree Wealth LLC
✚
|
AR | 0.1 |
|
Byrne & Company Wealth Management LLC
✚
|
WA | 0.1 |
|
Brett Josey Wealth Management LLC
✚
|
0.1 | |
|
Kopion Asset Management LLC
✚
|
TX | 0.1 |
|
Personalized Financial Solutions LLC
✚
|
FL | 0.1 |
|
Stephen J Garry & Associates LLC
✚
|
NY | 0.1 |
|
Rittmann Capital Management Co
✚
|
CA | 0.1 |
|
Strategy Inc
✚
|
TX | 0.1 |
|
LTG Capital LLC
✚
|
MA | 0.1 |
|
Josh Arnold Investment Consultant LLC
✚
|
MN | 0.1 |