Eneric Financial Services, Inc. (Fairfield)

Name: Eneric Financial Services, Inc.
Address: 56 East Burlington Ave, Fairfield, IA, 52556
Telephone: 641-472-5100

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.

Eneric Financial Services: assets under management

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 firm manages $58.1 million in discretionary accounts and $4.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $484.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $657.14 thousand.

Fees & Commissions

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. 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 Eneric Financial Services, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Schwartz	President	1 Jun 1994	75% - 100%	1203799
Peter Domenico Dollive	Vice president/secretary/crop/srop/ rop	1 Jun 1994	Other	1139818
Inc. Cambridge Investment Group	Shareholder/holding company	1 Jun 1997	75% - 100%	39-1897480
Amy Lynn Webber	Vice president	1 Dec 1998	Other	1812670
Terry Lee Lister	Vice president/treasurer/general counsel	1 Dec 1999	Other	724524
Louise Dorothy Holtz	Vice president/dir of trading-operations/srop/rop/crop	1 Aug 2000	Other	1942041
Amy Lynn Webber	Sr. vice president/coo	1 Jan 2001	Other	1812670
Peter Domenico Dollive	Sr. vice president/treasurer	1 Mar 2001	Other	1139818
Terry Lee Lister	Sr. vice president/sec'y/general counsel/dir of compliance	1 Mar 2001	Other	724524

Based in Fairfield

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.