WESTMOUNT, QUEBECCRD 136315Latest ADV March 23, 2026
Enr Asset Management, Incorporated is an SEC registered investment adviser organized as a corporation with a primary office location in Westmount, Quebec. Its latest Form ADV filing, dated March 23, 2026, reports $177M in regulatory assets under management, 3 employees, and 177 accounts.
Assets Under Management
$177M
Employees
3
Offices
--
Total Clients
176
Primary office
WESTMOUNT, QUEBEC
1 WESTMOUNT SQUARE, SUITE 380, WESTMOUNT, QUEBEC, Canada
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.6% of total clients.
Top client categories% of clientsClients
1
HNWI
63.6%
112
2
Individuals
35.8%
63
3
Insurance Cos.
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$177Mas of March 23, 2026
Discretionary42.9%
$76M
43% of total RAUM42.9%
Non-discretionary57.1%
$101M
57% of total RAUM57.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$177M
Total Accounts177
10Y AUM Change$-99M (-36.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee59:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.