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ENR ASSET MANAGEMENT, INCORPORATED
CRD 136315 · SEC 801-72575
1 WESTMOUNT SQUARE, SUITE 380, WESTMOUNT, QUEBEC, AL, H3Z 2P9, Canada
Phone
514-989-8027
Fax
514-989-7060
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.7M
Discretionary AUM
$75.9M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminarsINVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $63.6M |
| High net worth individuals | 112 | $111.7M |
| Insurance companies | 1 | $1.4M |
States served
AL, AZ, CA, CO, GA, MD, MA, NJ, NY, NC, OH, PA, SC, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD