Jeanne
Enright
Southcol Advisors
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About this Advisor
Jeanne Enright is a financial advisor operating out of Glen Ellyn, Illinois with 3 years of industry experience. Enright is currently employed by Southcol Advisors. Enright has gained experience at William Blair & Co LLC, Adams Street Partners, Foreside Fund Services, LLC, Jeanne Enright Consulting and Southcol Advisors, LLC. Enright maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Illinois. Southcol Advisors is a financial advisory firm that has its headquarters in Naples, FL. The investment advisory business has just four people on staff. It oversees $126 million in assets across its 29 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises three charities and foundations. Of its 29 accounts, 62% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Southcol Advisors provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically vary depending on which services are provided. However, fees charged by Southcol Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Southcol Advisors Brokerage Details
$126,029,535
4
29
$4,345,846
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeanne Enright Work History
Jeanne has been registered as a financial advisor for 3 years.*
Southcol Advisors, LLC
Jeanne Enright Consulting
Foreside Fund Services, LLC
Adams Street Partners
William Blair & Co LLC
*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 Jeanne Enright 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 Southcol Advisors
Glen Ellyn, IL
Naples, FL
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