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ENRICH FINANCIAL PARTNERS LLC
6502 Grand Teton Plaza, Suite 201
Madison, Wisconsin 53719
Tel: 608-275-3442
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 Status | Approved |
|---|---|
| Firm CRD# | 111234 |
| SEC# | 801-96219 |
| Assets Managed by Firm | $395,121,118 |
| No. of Clients | 1529 |
| No. of Advisors | 8 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1529 | $395,121,118 |
| Individuals (other than high net worth individuals) | 143 | $33,546,293 |
| High net worth individuals | 228 | $347,500,064 |
| Pension and profit sharing plans | 8 | $13,208,520 |
| Charitable organizations | 1 | $866,241 |
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