CRD: 106574
Enright, Mollin, Cascio & Ramusevic, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Wave peak
- Established Date
- 02-27-1990
- Office Locations
- 1
Office Locations
About Enright, Mollin, Cascio & Ramusevic, Inc.
EMCR Advisors (Enright, Mollin, Cascio & Ramusevic) is an Elmhurst, NY-based RIA providing personal financial planning, asset management, and retirement plan guidance. The firm emphasizes diversified asset allocation using mutual funds, ETFs, and fixed income, with exposure to themes like real estate and infrastructure, and often serves entrepreneurs. Custody includes Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL CASCIO
Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
DOUGLAS EDWARD MOLLIN
Chief Compliance Officer
- CRD
- #1238833
- Ownership
- 25% but less than 50%
Alpha beacon
Optima element
- CRD
- #73624
- Ownership
- 33.2%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $293,511,744 | $1,198,007 |
| Non-Discretionary | $0 | -- |
| Total | $293,511,744 | $1,198,007 |
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Separately Managed Accounts
Total SMA Asset: $293,511,744
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $698,892,264 | 16.4% |
| Cash | $1,133,569,160 | 26.6% |
| Municipal Bonds | $455,984,587 | 10.7% |
| Equity - Exchange | $737,246,108 | 17.3% |
| U.S. Government/Agency | $1,235,846,076 | 29.0% |
| Total | $4,261,538,195 | 100.0% |