Ennis Knupp & Associates Inc is a large advisory firm based in Lincolnshire. It manages $1.23 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Ennis Knupp & Associates provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ennis Knupp & Associates Inc is $1.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 671% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ennis Knupp & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Frederick Knupp has been acting as President since 1 Jan 1981. Russell Kenneth Ivinjack joined the executive team most recently as the Vice President.
The principal office where Ennis Knupp & Associates Inc performs its advisory services is located at 100 Half Day Road, Lincolnshire, IL 60069, which is also the mailing address of the firm. An additional office of the firm is in Norwalk, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (847) 295-5000 or by fax (847) 295-7960. The normal business hours are 8:30 am through 5:00 pm on Monday - Friday. You can find more information about the New York firm at ennisknupp.com.