P38 Enterprises, Inc.

Overview

P38 Enterprises, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on fee-for-service portfolio management for individuals, families and small businesses, billing clients through hourly charges and fixed fees rather than asset-based fees. Its advisory activity is concentrated on direct portfolio management rather than pension consulting or acting as a capital allocator, and it is not positioned as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives