Enri D Santee
Investment adviser representative at Portfolio Medics, LLC
11 yearsExperience
1 stateRegistered in
$780.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- International Union of Operating Engineers Local 12Sep 2024 to now
- Portfolio Medics, LLCNov 2021 to now
- Equus WorkforceDec 2020 to Feb 2023
- One AmericaNov 2020 to Feb 2023
- Trilogy CapitalJun 2019 to Nov 2020
- Trilogy Financial ServicesApr 2019 to Nov 2020
- Ensign ServicesOct 2017 to Apr 2019
- Rockport Healthcare ServicesDec 2015 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Portfolio Medics, LLC
$780.5MAssets managed
2,929Clients
82Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5541001
- Firm CRD
- 145958