Elaine
Rich
Enrich Financial Partners LLC
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About this Advisor
Elaine Rich is a financial advisor based in Madison, Wisconsin, working with Enrich Financial Partners LLC. Elaine has previously held a position at Enrich Financial Partners. Elaine has passed the Series 65 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Elaine is part of Enrich Financial Partners LLC, which operates out of Madison, Wisconsin. The firm has 8 employees and manages assets totaling $395.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Enrich Financial Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Enrich Financial Partners LLC Brokerage Details
$395,121,118
8
1,529
$258,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Elaine Rich Work History
Enrich Financial Partners
Disclosures
Please visit the SEC profile of Elaine Rich 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 Enrich Financial Partners LLC
Madison, WI
Madison, WI
Madison, WI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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