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Day & Ennis, LLC
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Overview Share
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Macon, Georgia
$313.0 million AUM
2 offices

Day & Ennis, LLC is based in Macon, Georgia and has $313.0 million in assets under management.

Location
125 Plantation Centre Drive South
Building 400 B.
Macon, GA 31210
$313.0 million
AUM
6
Employees
AUM Share
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$313,020,609
Assets under management
784 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 135 $48,568,515 16% $359,767
High net worth individuals 92 $249,773,683 80% $2,714,931
Pension and profit sharing plans 7 $6,418,588 2% $916,941
Charitable organizations 3 $8,259,823 3% $2,753,274
Employees Share
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6
Employees
4
Investment analysts
67% of total employees
AUM per employee Share
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$313,020,609
Assets under management
$52,170,102
AUM per employee
$78,255,152
AUM per investment analyst
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Compensation

Day & Ennis, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Executor and trustee services
Services offered

Day & Ennis, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 125,549
SEC number 801-62106
Legal structure Limited Liability Company
Legal governance Georgia, United States
Latest ADV filing date May 21, 2020

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