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ENERVEST INVESTMENT SERVICES, L.L.C.

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

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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 StatusApproved
Firm CRD#297181
SEC#801-113436
Assets Managed by Firm$1,519,794,079
No. of Clients10
No. of Advisors329

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 ClientsAUM
Firm Total10$1,519,794,079

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