RIA Intel›Advisers›ENR ASSET MANAGEMENT, INCORPORATED

ENR ASSET MANAGEMENT, INCORPORATED

Advisory

N·WESTMOUNT, QUEBEC

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$177M

1-Year AUM Growth

-6.0%

3-Year CAGR

-8.2%

Employees

3

Assets Under Management

Total AUM$177M

Discretionary AUM$76M

Non-Discretionary AUM$101M

Discretionary %42.9%

Total Clients192

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingAug 16, 2005

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ENR ASSET MANAGEMENT, INCORPORATED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.