CRD: 136315
ENR Asset Management, Incorporated
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- Custodian
- Bank Vontobel · Interactive Brokers · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-1992
- Office Locations
- 1
Office Locations
About ENR Asset Management, Incorporated
ENR Asset Management is an SEC-registered, Montreal-based adviser serving U.S. retail and institutional investors with managed and self-directed portfolios. Best known for helping clients establish European private-banking relationships—including options to move IRA assets overseas—for diversification, asset protection and estate planning. Investment approach targets low-volatility/absolute-return outcomes using Smart Beta ETFs, active value and all-weather portfolios, plus global macro and other alternative strategies; custody options include Bank Vontobel and Interactive Brokers.
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Owner & Executives
ERIC NAIMER ROSEMAN
Chief Investment Officer
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,873,495 | $616,858 |
| Non-Discretionary | $100,845,391 | $1,867,507 |
| Total | $176,718,886 | $998,412 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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