Eneric Financial Services, Inc. is a large advisory firm based in Fairfield. It manages $62.7 million of regulatory assets for 127 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Iowa, Maryland, and 3 other states.
Eneric Financial Services provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eneric Financial Services, Inc. is $62.7 million. The firm's AUM has grown by 0% 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 Eneric Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Eric Schwartz has been acting as President since 1 Jun 1994. Peter Domenico Dollive joined the executive team most recently as the Sr. Vice President/Treasurer.
The principal office where Eneric Financial Services, Inc. performs its advisory services is located at 56 East Burlington Ave, Fairfield, IA 52556, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 641-472-5100 or by fax 641-470-1294. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cir2.com.