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ENRICH FINANCIAL PARTNERS LLC

6502 Grand Teton Plaza, Suite 201
Madison, Wisconsin 53719
Tel: 608-275-3442

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About ENRICH FINANCIAL PARTNERS LLC

ENRICH FINANCIAL PARTNERS LLC, formally registered with the SEC as ENRICH FINANCIAL PARTNERS LLC. The firm was established in 05/05/2015. They have over 1 offices throughout the country.

ENRICH FINANCIAL PARTNERS LLC is a Madison, Wisconsin based Financial Planning firm with nearly $395,121,118 assets under management, offering retirement planning & investment advisory services to 1529 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111234
SEC#801-96219
Assets Managed by Firm$395,121,118
No. of Clients1529
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1529$395,121,118
Individuals (other than high net worth individuals)143$33,546,293
High net worth individuals228$347,500,064
Pension and profit sharing plans8$13,208,520
Charitable organizations1$866,241

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