Investment adviser · CRD 136315
ENR ASSET MANAGEMENT, INCORPORATED
Investment adviser filing (IA)
WESTMOUNT, QUEBEC, Canada · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $177M Form ADV · Item 5.F
- Client accounts
- 177 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 112 | $111,686,137 | 63.2% |
| Individuals | 63 | $63,618,799 | 36.0% |
| Insurance companies | 1 | $1,413,950 | 0.8% |
Filing source
Form ADV 2071136 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
1 WESTMOUNT SQUARE, SUITE 380WESTMOUNT, QUEBEC, H3Z 2P9, Canada
CRD 136315
Filing source
Form ADV 2071136 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.