|
⚲
|
| ENR Asset Management Incorporated
✚
| |
|---|---|
| CRD # | 136315 |
| SEC # | 801-72575 |
| CIK # | |
| AUM | $151.3 MM (2024-02-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 514-989-8027 |
| Address | 1 Westmount Square Westmount Quebec, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 67.5 |
| (b) Individuals (high net worth individuals) | 110 | 81.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 1.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 218 | 151.3 |
| By Discretionary | ||
| Discretionary | 151 | 73.0 |
| Non-Discretionary | 67 | 78.3 |
| Total | 218 | 151.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 149.5 | |
| Total | 218 | 151.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kahler Financial Group Inc
✚
|
SD | 0.2 |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 0.2 |
|
Locker Financial Services LLC
✚
|
NJ | 0.2 |
|
St Louis Financial Planners Asset Management LLC
✚
|
MO | 0.2 |
|
Schmidt Jacob Aaron
✚
|
IN | 0.2 |
|
Del-Sette Capital Management LLC
✚
|
NY | 0.2 |
|
Team Financial Group LLC
✚
|
CA | 0.1 |
|
Blue Marble Investments LLC
✚
|
CA | 0.1 |
|
Altius Financial Inc
✚
|
CO | 0.1 |
|
UTA LLC
✚
|
WA | 0.1 |