ENR Asset Management, Incorporated

Overview

ENR Asset Management, Incorporated is a small, SEC‑registered corporate RIA that manages both individual/family and institutional client relationships. The firm’s advisory work centers on portfolio management for individuals and small businesses and it supplements that work with educational seminars and workshops. Fee arrangements combine a percentage‑of‑AUM model with fixed‑fee engagements, and the firm operates under individual ownership rather than as part of a larger advisory network. Investment activity is equity‑tilted: the firm reports a clear preference for exchange‑traded equities and ETFs as its primary building blocks. ENR offers both discretionary and non‑discretionary strategies, and it does not position itself as a broad capital allocator — instead it mixes in third‑party vehicles where appropriate. The firm is not an active ESG investor, is not multi‑state registered, and does not act as a pension consultant.

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Location & Offices