Ensign Investment Advisers LLC is a large advisory firm based in Boston. It manages $29.41 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Massachusetts, and Texas.
Ensign Investment Advisers provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Ensign Investment Advisers LLC is $29.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ensign Investment Advisers LLC for their services and products based on a percentage of assets under management. 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.
William Manning Jose has been acting as President since 1 Mar 2003. Michael Burr Stevens has served as the Chief Investment Officer since 1 Jan 2004. William Manning Jose Estate joined the executive team most recently as the Sole Member.
The principal office where Ensign Investment Advisers LLC performs its advisory services is located at Ten Post Office Square, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-367-4885 or by fax 617-367-8292. The normal business hours are 9am to 5pm on Monday - Friday.