Erenda Capital
RIAState Registered
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$548K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328252
- Website
- www.erendacapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Erenda Capital is an independent, limited liability advisory firm that serves individual and family clients with financial planning and portfolio management tailored to individuals and small businesses. The firm operates on a percentage-of-AUM fee model and is owned by an individual. It is state-registered in Indiana and Wisconsin. Erenda Capital’s practice focuses on discretionary portfolio management and ongoing financial planning rather than institutional or pension consulting work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities80%
- US Government Bonds10%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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