Enrich Financial Partners LLC
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 111234
- Registered since
- May 5, 2015
- Website
- enrichpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.67%
- Individuals5.11%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Enrich Financial Partners LLC is an independent registered investment advisor organized as an LLC and registered with the SEC in 2015. The firm is owned by an individual and positions itself as a capital allocator that blends portfolio management and financial planning for both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Fee arrangements are a mix of AUM-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor and performs advisory activities focused on traditional planning and discretionary portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds32%
- Non-Exchange Traded Equities1%
Contacts
3 of 4
Elaine Rich
OwnerCRD 4449029
Trent Tredinnick
Wealth AdvisorCRD 6303273
Neil Dinndorf
Partner, Wealth AdvisorCRD 4811032
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$437M in ETFs
18%
$77.8M
80%
$359M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM) | Dimensional | Active | Diversified Emerging Mkts | $47.6M | 1,198,624 | 10.89% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 6502 Grand Teton Plz
- Time zone
- CT (UTC-6)
- Office locations
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