E
CRD: 325650
Ensign Advisory Partners LLC
Gilbert, AZ, 85297
4806265855
$101.0M Total AUM
$57.4M Disc. AUM
-- 3Y CAGR
3 Employees
304 ADV. Clients
3 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-02-2023
- Office Locations
- 1
Office Locations
111 E. Rivulon Blvd. Suite 103b Gilbert AZ
About Ensign Advisory Partners LLC
Ensign Advisory Partners LLC is a Gilbert-based RIA. The firm has been operating for 3 years. Managing $101.0M in total assets under management, with 3 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
27 AVG AGE
$33.7M AVG AUM / ADVISOR
$332.3K AVG AUM / CLIENT
2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Value Frontier Bridge
Client Personas
Catalyst unison
Investment Themes
Peak radial Prime
Investment Vehicles
Prime Delta
Services
Capital Unison Eagle summit Foundation Foundation delta
Owner & Executives
Joshua R Kehm
Chief Compliance Officer, Director, Managing Member
- CRD
- #6247210
- Ownership
- 75% or more
(740) 726-2264
pioneer.glacier@focuscapital.com
in linkedin.com/in/alpha-wave
Showing 1 of 1 owners & executives
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J
James Coon
Financial Planner
- CRD
- #7267498
(481) 355-4405
eagle.legacy@legacycapital.com
in linkedin.com/in/signal-radial
A
ANDRES E ROODVELDT
--
- CRD
- #5222159
(209) 344-6898
unison.summit@embercapital.com
in linkedin.com/in/peak-quantum
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,411,022 | $146,831 |
| Non-Discretionary | $43,605,301 | $142,501 |
| Total | $101,016,323 | $144,930 |
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Separately Managed Accounts
Total SMA Asset: $101,016,323
Equity - Exchange:
9.8% Other:
33.1% Cash:
20.4% U.S. Government/Agency:
25.9% Municipal Bonds:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $402,317,299 | 9.8% |
| Other | $1,358,847,205 | 33.1% |
| Cash | $837,476,827 | 20.4% |
| U.S. Government/Agency | $1,063,267,148 | 25.9% |
| Municipal Bonds | $443,370,085 | 10.8% |
| Total | $4,105,278,564 | 100.0% |