This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FocusUnison capital +more
- Established Date
- 10-07-2024
- Office Locations
- 1
Office Locations
About Enriched Advice
Enriched Advice LLC is a Virginia-registered RIA providing financial planning, tax-optimization strategies, and investment management for individuals and families, including retirement, business, and legacy planning needs. The firm publishes investor education resources and supports clients with a RightCapital client portal and Charles Schwab access.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVIS Andrew BARRY
Chief Planning Officer, Financial Planning Analyst, PARTNER
- CRD
- #5951655
- Ownership
- 50% but less than 75%
Matthew Carmen Romeo
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Partner
- CRD
- #6770539
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,125,952 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,125,952 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $13,125,952
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $501,739,417 | 30.5% |
| Public Funds | $508,319,606 | 30.9% |
| Cash | $92,122,647 | 5.6% |
| U.S. Government/Agency | $449,097,904 | 27.3% |
| Municipal Bonds | $93,767,695 | 5.7% |
| Total | $1,645,047,269 | 100.0% |