Enso Financial
Firm details
- Headquarters
- ,
- CRD number
- 328410
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals69.51%
- HNWI30.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Enso Financial is an independent registered investment adviser operated by an individual owner that serves primarily individuals and families. The firm acts as a capital allocator and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of sub‑advisers, and client education through seminars or workshops. Its billing approach is flexible, combining percentage-of-AUM fees with hourly and fixed-fee arrangements. Enso Financial does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser. The firm lists an industry affiliation with an accountant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Yuanfang Zhu
Founder & CEOCRD 7808876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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