|
⚲
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| ENR Asset Management Incorporated
✚
|
|
|---|---|
| CRD # | 136315 |
| SEC # | 801-72575 |
| CIK # | |
| AUM | $176.7 M (2026-03-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 514-989-8027 |
| Address | 1 Westmount Square Westmount Quebec, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 63.6 |
| (b) Individuals (high net worth individuals) | 112 | 111.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 1.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 177 | 176.7 |
| By Discretionary | ||
| Discretionary | 123 | 75.9 |
| Non-Discretionary | 54 | 100.8 |
| Total | 177 | 176.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 175.3 | |
| Total | 177 | 176.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Planner's Edge LLC
✚
|
WA | 0.2 |
|
Farris Capital Management Inc
✚
|
TX | 0.2 |
|
Tea & Taxes Company DBA Prosperitea Planning
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|
MA | 0.2 |
|
Summit Capital Inc
✚
|
0.2 | |
|
Emvision Capital Advisors LLC
✚
|
OH | 0.2 |
|
Planvest Financial Inc
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|
MD | 0.2 |
|
La Crosse Financial Planning Inc
✚
|
WI | 0.2 |
|
Family Legacy Financial Solutions LLC
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|
NC | 0.2 |
|
Jaykay Wealth Advisors Inc
✚
|
TX | 0.2 |
|
Yanni & Associates Investment Advisors LLC
✚
|
PA | 0.2 |