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Building 2ENRICH FINANCIAL PARTNERS LLC

Map pinMADISON, WI
Phone608-275-3442
NotebookSEC #801-96219
Total AUM
$556.8M
Employees
8
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6502 GRAND TETON PLAZA, SUITE 201
MADISON
WI 53719
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
608-275-3442

ReceiptFinancials

Total AUM
$556.8M
Accounts
1,636
Discretionary
$556.5M
Accounts
1,635
Non-Discretionary
$297.7K
Accounts
1

ContactClients

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Individual Clients
137
AUM
$28.4M
HNW Individual Clients
288
AUM
$527.1M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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