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| Keyboard |
| Enright Mollin Cascio & Ramusevic Inc
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|---|---|
| CRD # | 106574 |
| SEC # | 801-36250 |
| CIK # | |
| AUM | 293.5 M (2026-03-05) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 718-803-1817 |
| Address | 9131 Queens Blvd Elmhurst, NY 11373 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 22.3 |
| (b) Individuals (high net worth individuals) | 55 | 251.2 |
| (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 | 9 | 7.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 2 | 12.9 |
| (n) Other | 0 | 0.0 |
| Total | 245 | 293.5 |
| By Discretionary | ||
| Discretionary | 245 | 293.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 245 | 293.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.5 | |
| Total | 245 | 293.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Letson Investment Management Inc
✚
|
296.3 M | |
|
Alpha Capital Family Office LLC
✚
|
CO | 295.9 M |
|
Trace Wealth Advisors LLC
✚
|
295.0 M | |
|
Christensen King & Associates Investment Services Inc
✚
|
WA | 294.3 M |
|
Baugh & Associates LLC
✚
|
GA | 294.2 M |
|
MFA Wealth Services
✚
|
CA | 293.1 M |
|
Sempolinski William John
✚
|
MA | 292.0 M |
|
Long Island Wealth Management Inc
✚
|
NY | 291.7 M |
|
Dudley Capital Management LLC
✚
|
VA | 291.7 M |
|
TPG Advisors LLC
✚
|
IL | 291.5 M |