Ennis Knupp & Associates Inc (Lincolnshire)

Name: Ennis Knupp & Associates Inc
Address: 100 Half Day Road, Lincolnshire, IL, 60069
Telephone: (847) 295-5000

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.

Ennis Knupp & Associates: assets under management

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 firm manages $1.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $308.5 million each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ennis Knupp & Associates Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Menown Ennis	Principal,director	1 Jan 1981	25% - 50%	600338
James Frederick Knupp	Director	1 Jan 1981	Other	272756
Douglas Patejunas	Principal	1 Jun 1984	Other	2041451
1993 Richard M. Ennis Trust Dated November 30	Direct owner	1 Nov 1993	Other	600338
Suzanne Michelle Bernard	Principal	1 Jul 1997	Other	4517537
Susanne Berger Rutherford	Principal	1 Apr 1999	Other	4348404
Larry Wayne Bushmaker	Principal	1 Apr 1999	Other	4348408
William B Madden	Principal	1 Nov 1999	Other	4349826
Stephen Todd Cummings	Principal, director, ceo	1 Mar 2000	Other	4342453
David Allen Russell	Principal	1 Mar 2000	Other	1522984
Gregory James Pritz	Chief administrative officer	1 Jan 2001	Other	4348073
Russell Kenneth Ivinjack	Principal	1 Jan 2001	Other	4517534
Steven A Voss	Principal	1 Jul 2001	Other	4517529
Kevin John Vandolder	Principal	1 Jul 2001	Other	4517532
Gregory James Pritz	Chief operating officer	1 Jan 2003	Other	4348073
Michael D Sebastian	Principal	1 Jul 2003	Other	4757125
Gregory James Pritz	Principal, chief operating officer	1 Jan 2004	Other	4348073
Brian J Birnbaum	Principal	1 Jan 2004	Other	4757127
David James Keil	Principal	1 Jan 2004	Other	4757131
Neeraj Yogesh Baxi	Principal	1 Jan 2005	Other	4943668
Gregory James Pritz	Principal, chief operating officer, chief compliance officer	1 Jan 2005	Other	4348073
Kristine Lynn Ford	Principal	1 Jan 2006	Other	3013296
Patrick J Kelly	Principal	1 Jan 2006	Other	5123843
John Jung Lee	Principal	1 Jan 2007	Other	2327222
Brady O'connell	Principal	1 Jan 2008	Other	4348073
Armand Yambao	Principal	1 Jan 2008	Other	4757127
Greg Pritz	Principal	1 Jan 2008	Other	4348073
Brian Birnbaum	Principal	1 Jan 2008	Other	4757127
David Testore	Chief compliance officer	1 Aug 2008	Other	5621146
David Jonathan Testore	Chief compliance officer, principal	1 Aug 2008	Other	5621146
Russell Kenneth Ivinjack	Vice president	1 Sep 2010	Other	4517534
Brent Michael Mulder	Chief financial officer	1 Sep 2010	Other	5851207
Bradley Scott Smith	Vice president	1 Sep 2010	Other	1425436
Steven J Kyono	Secretary	1 Sep 2010	Other	5468810
Peter Eliot Ross	Assistant secretary	1 Sep 2010	Other	2490601
Dalip Mohan Puri	Vice president	1 Sep 2010	Other	5628211
Hewitt Associates Llc	Owner	1 Sep 2010	75% - 100%	36-2235791

Based in Lincolnshire

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.