ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC.
Adviser information for ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 246 | $250.8M |
| Non-Discretionary | 0 | $0 |
| Total | 246 | $250.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 45 | $21.2M |
| HNW Individuals | 51 | $210.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 6 | $9.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $9.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-36250 |
|---|---|
| SEC ERA File Number | 801-36250 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106574 |
| Legal Entity Identifier | None |
Principal Office
91-31 QUEENS BLVD.SUITE 618
ELMHURST
NY
United States
Monday - Friday, 8:30 A.M. TO 5 P.M.
Tel: 718-803-1817, Fax: 718-803-2202
Websites
Chief Compliance Officer
DOUGLAS MOLLIN
PRESIDENT
91-31 QUEENS BLVD
SUITE 618
ELMHURST
NY
United States
Tel:
718-803-1817
Fax:
718-803-2202
D******@***************M
(Full email address available in API data)
Industry Affiliates
| RAMUSEVIC, CASCIO & KAPLAN, CPAS | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MOLLIN, DOUGLAS, EDWARD | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2007 | 25-50% |
| CASCIO, MICHAEL | Individual | – | OFFICER | 02/2001 | 25-50% |
| RAMUSEVIC, STEVEN | Individual | – | VICE PRESIDENT | 02/2001 | 25-50% |