Enright Financial Consultants Inc (Torrance)

Name: Enright Financial Consultants Inc
Address: 21515 Hawthorne Blvd Ste 1050, Torrance, CA, 90503
Telephone: 310-543-4559

Enright Financial Consultants Inc is a large advisory firm based in Torrance. It manages $150 million of regulatory assets for 320 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Enright Financial Consultants provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Enright Financial Consultants: assets under management

The assets under management (AUM) of Enright Financial Consultants Inc is $150 million. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $140 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $466.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $500 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Enright Financial Consultants Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Enright Financial Consultants Inc

Stephanie Veselich Enright has been acting as President since 1 Jan 1982. Llc Premier Financial Management joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephanie Veselich Enright	President	1 Jan 1982	75% - 100%	1057127
Llc Premier Financial Management	Owner	1 Dec 2004	75% - 100%	126103

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Derek Hallock Holman	Managing director	1 Feb 1999	Other	2754363
Brian Edward Parker	Managing director	1 Feb 1999	Other	2747104
Stephanie Veselich Enright	President	1 Dec 2004	50% - 75%	1057127
Gregory Fred Wendt	Director	1 Dec 2004	Other	2231401
Kevin Jon Ashworth	Director	1 Dec 2004	Other	2531835

Based in Torrance

The principal office where Enright Financial Consultants Inc performs its advisory services is located at 21515 Hawthorne Blvd Ste 1050, Torrance, CA 90503, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-543-4559 or by fax 310-316-0401. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.enrightfinancial.com.