Enri
Santee

Portfolio Medics, LLC

CRD#5541001
Investment Advisor
in Chula Vista, CA

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About this Advisor

Enri Santee is a financial advisor operating out of Chula Vista, California who has 2 years of relevant experience. Santee is on the advisory team at Portfolio Medics, LLC. The advisor has gained experience at Trilogy Capital, Trilogy Financial Services, Ensign Services, Rockport Healthcare Services, Apple Valley Care Center, Portfolio Medics and One America. Santee has a Series 65 license, designating them as an investment advisor representative, and is able to work in California. Portfolio Medics, LLC is a registered investment firm based in Bonita Springs, FL. The investment advisory business has offices in eight locations and a total of 75 employees. It handles $383 million in assets among its 2,167 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,167 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Portfolio Medics, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on the financial services provided. Fees charged by Portfolio Medics, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Chula Vista, CA

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Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$383,038,089

CA Average: $1,855,561,029
Total Number of Employees

75

CA Average: 62
Total Number of Accounts

2,167

CA Average: 2,474
Average Account Size

$176,760

CA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Enri Santee Work History

Enri has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Portfolio Medics

2020 - Present (4 years)

One America

2019 - 2020 (1 year)

Trilogy Capital

2019 - 2020 (1 year)

Trilogy Financial Services

2017 - 2019 (2 years)

Ensign Services

2015 - 2017 (2 years)

Rockport Healthcare Services

2012 - 2015 (3 years)

Apple Valley Care Center

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Enri Santee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Portfolio Medics, LLC

Min Kiang
Bonita Springs, FL
Cory Semel
Reno, NV
Robert Cagle
White Pine, TN
Jeffrey Leone
Springfield, MA
David Wagner
Claremont, FL
Reed Mells
Bonita Springs, FL
Richard Munchel
Aldie, VA
Michael Brown
Leesburg, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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