Erenda Capital
Firm details
- Headquarters
- ,
- CRD number
- 328252
- Website
- www.erendacapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Erenda Capital is an independent, single-owner LLC that provides fee-based wealth management to individuals and families. The firm emphasizes financial planning and portfolio management for individuals and small business owners and charges advisory fees as a percentage of assets under management. Erenda Capital is not positioned as a multi-state or institutional pension consultant and does not present itself as a capital allocator or an ESG-focused manager. Advisory activity centers on customized planning and discretionary portfolio oversight rather than outsourced-model or wrap-fee programs. The firm’s regulatory registration details (SEC registration year) are not listed in the source material.
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 Equities80%
- US Government Bonds10%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents2%
Contacts
1 of 1Matthew Buehler
PrincipalCRD 7803111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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