Engemann Asset Management · Pasadena, CA United States
Company Description
Phone: 626-351-9686
Fax: 626-351-1247
Toll Free: 800-882-2855
View Engemann Asset Management Locations On A US Map
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This link will open in a new window Engemann Asset Management administers about 15 different composite funds, including broker-sponsored wrap accounts, for private clients and institutional investors. It also manages stock portfolios. Utilizing a range of investment styles, the company mainly invests in growth equities, with some funds tempered by fixed-income investments. Retail clients must have a minimum of $50,000 in order to invest in the firm's wrap accounts. Founded in 1969, Engemann Asset Management is a wholly owned subsidiary of Virtus Investment Partners (formerly Phoenix Investment Partners), which was spun off from publicly traded insurance and investment company The Phoenix Companies in late 2008. To read the full description, subscribe now.
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Key Engemann Asset Management Financials
| Company Type | Subsidiary Single Location |
| Fiscal Year-End | December |
| Annual Sales (mil.) | $21.0 |
| Employees | 8 |
Engemann Asset Management Executives
2 executives listed for Engemann Asset Management's Pasadena, CA location.
| Title | Name & Bio | Contact |
| Managing Director and Portfolio Manager | Lou Holtz | Network |
| Managing Director and Portfolio Manager | Yossi Lipsker | Network |
Competition
Competitive Landscape for Engemann Asset Management
Demand is driven by consumer income and wealth and demographics. The profitability of individual firms depends largely on effective marketing. Large companies have some advantages in providing expertise in a wider range of investment options, and they may be able to charge lower fees. Small companies can compete successfully by providing better service and advice. To read the full description, subscribe now.Top Engemann Asset Management Competitors
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