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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.