Enriched Advice
RIAState Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$911K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332996
- Website
- enrichedadvice.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.94%
- Individuals4.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Enriched Advice is a Virginia-registered limited liability company operated by an individual owner that offers advisory services to individuals and small businesses. The firm’s advisory scope, as reported, centers on financial planning and discretionary portfolio management. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options. The firm reports no emphasis on ESG investing and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities53%
- Public Funds/Mutual Funds32%
- US Government Bonds6%
- State & Local Bonds5%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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