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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Enright Mollin Cascio & Ramusevic Inc
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| CRD # | 106574 |
| SEC # | 801-36250 |
| CIK # | |
| AUM | $261.7 M (2025-04-08) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 718-803-1817 |
| Address | 9131 Queens Blvd Elmhurst, NY 11373 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 19.8 |
| (b) Individuals (high net worth individuals) | 60 | 225.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 11.1 |
| (n) Other | 0 | 0.0 |
| Total | 239 | 261.7 |
| By Discretionary | ||
| Discretionary | 239 | 261.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 239 | 261.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.7 | |
| Total | 239 | 261.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Royal Oak Financial Group
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|
OH | 0.3 |
|
Beacon Wealthcare LLC
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NC | 0.3 |
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Bonner & Smith LLC
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TX | 0.3 |
|
Treiberg Wealth Management Inc
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AZ | 0.3 |
|
Tiller Partners LLC
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CA | 0.3 |
|
Dominion Portfolio Management Inc
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|
TX | 0.3 |
|
Greenhouse Wealth Management LLC
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|
CT | 0.3 |
|
McAllister Capital Management Corporation
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|
MS | 0.3 |
|
Shaker Financial Services LLC
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|
MD | 0.3 |
|
NVNG Investments Inc
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|
MI | 0.3 |