1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ENRICH FINANCIAL PARTNERS LLC

Map pinMADISON, WI
Phone608-275-3442
NotebookSEC #801-63431
Total AUM
$77.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6425 ODANA ROAD
MADISON
WI 53719
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
608-275-3442

ReceiptFinancials

Total AUM
$77.2M
Accounts
598
Discretionary
$77.1M
Accounts
597
Non-Discretionary
$103K
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account