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ENRICH FINANCIAL PARTNERS LLC
ENRICH FINANCIAL PARTNERS LLC
MADISON, Wisconsin
·
2 registered advisors
·
CRD# 111234
SEC# 801-96219
0
608-275-3442
01
Firm Overview
AUM
$395M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ENRICH FINANCIAL PARTNERS LLC
2 registered advisors
Christopher David Rich
MADISON, Wisconsin
CRD# 2369596
Elaine Beckett Rich
MADISON, Wisconsin
CRD# 4449029
05
Office Locations
MADISON, Wisconsin
2 advisors
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Data sourced from SEC Form ADV filings. ENRICH FINANCIAL PARTNERS LLC (CRD# 111234) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.