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ENR ASSET MANAGEMENT, INCORPORATED
CRD 136315File 801-72575
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$176.7M
Bottom 25% of cohort (national)
Discretionary AUM
$75.9M
Non-discretionary $100.8M
Clients
176
177 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 29, 2011
- Principal office
- 1 WESTMOUNT SQUARE, SUITE 380, WESTMOUNT, QUEBEC, H3Z 2P9
- Phone
- 514-989-8027
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $176.7M
- Discretionary AUM
- $75.9M
- Non-discretionary AUM
- $100.8M
- Discretionary accounts
- 123
- Non-discretionary accounts
- 54
- Total accounts
- 177
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $1.4M |
| High net worth individuals | 112 | $111.7M |
| Individuals (other than high net worth individuals) | 63 | $63.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.