ENERVEST INVESTMENT SERVICES, L.L.C.

1001 Fannin Street
Suite 800
Houston, Texas 77002
Tel: 713-659-3500

About ENERVEST INVESTMENT SERVICES, L.L.C.

ENERVEST INVESTMENT SERVICES, LLC, formally registered with the SEC as ENERVEST INVESTMENT SERVICES, LLC. The firm was established in 06/18/2018. They have over 1 offices throughout the country.

ENERVEST INVESTMENT SERVICES, L.L.C. is a Houston, Texas based Financial Planning firm with nearly $1,519,794,079 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 329 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297181
SEC#	801-113436
Assets Managed by Firm	$1,519,794,079
No. of Clients	10
No. of Advisors	329

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$1,519,794,079

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