# ENERIC FINANCIAL SERVICES, INC.

ENERIC FINANCIAL SERVICES, INC. of FAIRFIELD, IA is an SEC-registered investment adviser.

## Registration

- CRD: 11761
- Type: SEC-registered investment adviser
- SEC file number: 801-51845
- Location: 56 EAST BURLINGTON AVE, FAIRFIELD, IA, 52556
- Phone: 641-472-5100
- Latest filing: 2002-01-22
- Regulatory AUM: $62.7M
- Discretionary AUM: $58.1M
- Non-discretionary AUM: $4.6M
- Clients: 11
- Accounts: 127

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [SCHWARTZ ERIC](https://search.stillhousedata.com/person/741182) | PRESIDENT; PRESIDENT/CEO/DIRECTOR/FINOP | — |
| [DOLLIVE PETER DOMENICO](https://search.stillhousedata.com/person/741183) | SR. VICE PRESIDENT/TREASURER; VICE PRESIDENT/SECRETARY/CROP/SROP/ ROP | — |
| [WEBBER AMY LYNN](https://search.stillhousedata.com/person/741184) | SR. VICE PRESIDENT/COO; VICE PRESIDENT | — |
| [LISTER TERRY LEE](https://search.stillhousedata.com/person/744014) | SR. VICE PRESIDENT/SEC'Y/GENERAL COUNSEL/DIR OF COMPLIANCE; VICE PRESIDENT/TREASURER/GENERAL COUNSEL | — |
| [HOLTZ LOUISE DOROTHY](https://search.stillhousedata.com/person/783623) | VICE PRESIDENT/DIR OF TRADING-OPERATIONS/SROP/ROP/CROP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/11761/brochure
- Similar advisers: https://search.stillhousedata.com/firm/11761/similar
- Related entities: https://search.stillhousedata.com/firm/11761/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/11761

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.