E
$40.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
13 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-09-2013
- Office Locations
- 1
Office Locations
-- Fort Worth TX
About Enloe Financial Advisory LLC
Enloe Financial Advisory LLC is a Fort Worth-based RIA. The firm has been operating for 13 years. Managing $40.2M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company.
Team overview
-- AVG AGE
$40.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Z
ZITA ANN ENLOE
Managing Member - Cco, Senior Vice President of Sales
- CRD
- #1515330
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $40,187,113 | -- |
| Total | $40,187,113 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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