RIA Intelligence

ENGEMANN ASSET MANAGEMENT

CRD #105158 SEC #801-11586 PASADENA, CA 626-351-6451
SEC Registered
Total AUM
$3.8B
Discretionary
$3.8B
Employees
51
Clients
--
Accounts
7,294

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 20, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AXON, MALCOLMICHIEF FINANCIAL OFFICER & SECRETARYNA Control
AXON, MALCOLMICHIEF FINANCIAL OFFICER & SECRETARYNA Control
AXON, MALCOLMICHIEF FINANCIAL OFFICER & SECRETARYNA Control
AXON, MALCOLMICHIEF FINANCIAL OFFICER & SECRETARYNA Control
AXON, MALCOLMICHIEF FINANCIAL OFFICER & SECRETARYNA Control
AXON, MALCOLMICHIEF FINANCIAL OFFICER & SECRETARYNA Control
AYLWARD, GEORGE, R.IDIRECTOR AND EXECUTIVE VICE PRESIDENTNA Control
AYLWARD, GEORGE, R.IDIRECTOR AND PRESIDENTNA Control
AYLWARD, GEORGE, R.IDIRECTOR AND PRESIDENTNA Control
AYLWARD, GEORGE, R.IDIRECTOR AND PRESIDENTNA Control
AYLWARD, GEORGE, R.IEXECUTIVE VICE PRESIDENTNA Control
AYLWARD, GEORGE, R.IDIRECTOR AND EXECUTIVE VICE PRESIDENTNA Control
AYLWARD, GEORGE, R.IDIRECTOR AND EXECUTIVE VICE PRESIDENTNA Control
AYLWARD, GEORGE, R.IDIRECTOR AND PRESIDENTNA Control
AYLWARD, GEORGE, R.IDIRECTOR AND EXECUTIVE VICE PRESIDENTNA Control
CHEN, JAMES, CHUN KWOKIVICE PRESIDENT & PORTFOLIO MANAGERNA
CHEN, JAMES, CHUN KWOKIVICE PRESIDENT & SR. RESEARCH ANALYSTNA
CHEN, JAMES, CHUN KWOKIVICE PRESIDENT & SR. RESEARCH ANALYST & PORTFOLIO MANAGERNA
CHEN, JAMES, CHUN KWOKIVICE PRESIDENT & PORTFOLIO MANAGERNA
COLTON, STEVEN, LLOYDISENIOR VICE PRESIDENT & SENIOR PORTFOLIO MANAGERNA
COLTON, STEVEN, LLOYDISENIOR VICE PRESIDENT & SENIOR PORTFOLIO MANAGERNA
CORNET, OLIVIERIVICE PRESIDENT, CUSTOMER SERVICENA
CORNET, OLIVIERIVICE PRESIDENT, CUSTOMER SERVICENA
CORNET, OLIVIERIVICE PRESIDENT, CUSTOMER SERVICENA
COUDEN, DOUG, SCOTTIVICE PRESIDENT AND SENIOR PORTFOLIO MANAGERNA Control
COUDEN, DOUG, SCOTTIVICE PRESIDENT AND SENIOR PORTFOLIO MANAGERNA Control
COUDEN, DOUG, SCOTTIVICE PRESIDENT AND SENIOR PORTFOLIO MANAGERNA Control
COUDEN, DOUG, SCOTTIVICE PRESIDENT AND SENIOR PORTFOLIO MANAGERNA Control
COUDEN, DOUG, SCOTTIVICE PRESIDENT AND SENIOR PORTFOLIO MANAGERNA Control
COUDEN, DOUG, SCOTTIVICE PRESIDENT AND SENIOR PORTFOLIO MANAGERNA Control
COUDEN, DOUG, SCOTTIVICE PRESIDENT AND SENIOR PORTFOLIO MANAGERNA Control
COUDEN, DOUG, SCOTTIVICE PRESIDENT AND SENIOR PORTFOLIO MANAGERNA Control
COUDEN, DOUG, SCOTTIVICE PRESIDENT AND SENIOR PORTFOLIO MANAGERNA Control
ENGBERG, NANCY, JEANIVICE PRESIDENT & ASSISTANT SECRETARYNA
ENGBERG, NANCY, JEANIVICE PRESIDENT & ASSISTANT SECRETARYNA
ENGBERG, NANCY, JEANIVICE PRESIDENT & ASSISTANT SECRETARYNA
ENGBERG, NANCY, JEANIVICE PRESIDENT & ASSISTANT SECRETARYNA
ENGBERG, NANCY, JEANIVICE PRESIDENT, GEN. COUNSEL & ASST. SEC.NA
ENGBERG, NANCY, JEANIVICE PRESIDENT, GEN. COUNSEL & ASST. SEC.NA
ENGBERG, NANCY, JEANIVICE PRESIDENT & ASSISTANT SECRETARYNA
ENGBERG, NANCY, JEANIVICE PRESIDENT & ASSISTANT SECRETARYNA
ENGBERG, NANCY, JEANIVICE PRESIDENT & ASSISTANT SECRETARYNA
ENGBERG, NANCY, JEANIVICE PRESIDENT, GEN. COUNSEL & ASST. SEC.NA
ENGBERG, NANCY, JEANIVICE PRESIDENT, GEN. COUNSEL & ASST. SEC.NA
ENGBERG, NANCY, JEANIVICE PRESIDENT, GEN. COUNSEL & ASST. SEC.NA
ENGBERG, NANCY, JEANIVICE PRESIDENT & ASSISTANT SECRETARYNA
ENGBERG, NANCY, JEANIVICE PRESIDENT, GEN. COUNSEL & ASST. SEC.NA
ENGBERG, NANCY, JEANIVICE PRESIDENT, GEN. COUNSEL & ASST. SEC.NA
ENGEMANN, JOHN, ROGERICHAIRMAN OF THE BOARD OF PARENT COMPANYNA Control
ENGEMANN, JOHN, ROGERICHAIRMAN OF THE BOARDNA Control
ENGEMANN, JOHN, ROGERIPRESIDENT OF PARENT COMPANYNA Control
ENGEMANN, JOHN, ROGERIPRESIDENT & DIRECTORNA Control
ENGEMANN, JOHN, ROGERIPRESIDENT OF PARENT COMPANYNA Control
ENGEMANN, JOHN, ROGERIPRESIDENT & DIRECTORNA Control
ENGEMANN, JOHN, ROGERICHAIRMAN OF THE BOARD OF PARENT COMPANYNA Control
ENGEMANN, JOHN, ROGERICHAIRMAN OF THE BOARDNA Control
FITZPATRICK, MARY, LEONARDIEXECUTIVE VICE PRESIDENTNA Control
FITZPATRICK, MARY, LEONARDISENIOR VICE PRESIDENTNA
FITZPATRICK, MARY, LEONARDIEXECUTIVE VICE PRESIDENTNA Control
FITZPATRICK, MARY, LEONARDIEXECUTIVE VICE PRESIDENTNA Control
GARZA, DAVID, PHILLIPIVICE PRESIDENT & PORTFOLIO MANAGERNA
GARZA, DAVID, PHILLIPISENIOR VICE PRESIDENT & PORTFOLIO MANAGERNA
GARZA, DAVID, PHILLIPISENIOR VICE PRESIDENT & PORTFOLIO MANAGERNA
GARZA, DAVID, PHILLIPIVICE PRESIDENT & PORTFOLIO MANAGERNA
HALL, MATTHEW, LEEIEXCUTIVE VICE PRESIDENT OF BUSINESS DEVELOPEMENTNA
HALL, MATTHEW, LEEISENIOR VICE PRESIDENTNA
HALL, MATTHEW, LEEISENIOR VICE PRESIDENTNA
HALL, MATTHEW, LEEIEXCUTIVE VICE PRESIDENT OF BUSINESS DEVELOPEMENTNA
HANLEY, DAVID, GIVICE PRESIDENT AND TREASURERNA
HANLEY, DAVID, GIVICE PRESIDENT AND TREASURERNA
HANLEY, DAVID, GIVICE PRESIDENT AND TREASURERNA
HANLEY, DAVID, GIVICE PRESIDENT AND TREASURERNA
HANLEY, DAVID, GIVICE PRESIDENT AND TREASURERNA
HANLEY, DAVID, GIVICE PRESIDENT AND TREASURERNA
HOLTZ, LOUIS, MILLETTIMANAGING DIRECTOR & PORTFOLIO MANAGERNA
HOLTZ, LOUIS, MILLETTIVICE PRESIDENT & PORTFOLIO MANAGERNA
HOLTZ, LOUIS, MILLETTIMANAGING DIRECTOR & PORTFOLIO MANAGERNA
HOLTZ, LOUIS, MILLETTIMANAGING DIRECTOR & PORTFOLIO MANAGERNA
HOLTZ, LOUIS, MILLETTIMANAGING DIRECTOR & PORTFOLIO MANAGERNA
HOLTZ, LOUIS, MILLETTIVICE PRESIDENT & PORTFOLIO MANAGERNA
HOLTZ, LOUIS, MILLETTIVICE PRESIDENT & PORTFOLIO MANAGERNA
HOLTZ, LOUIS, MILLETTIVICE PRESIDENT & RESEARCH ANALYSTNA
HOLTZ, LOUIS, MILLETTIMANAGING DIRECTOR & PORTFOLIO MANAGERNA
HOLTZ, LOUIS, MILLETTIVICE PRESIDENT & SR. RESEARCH ANALYST & PORTFOLIO MANAGERNA
HOLTZ, LOUIS, MILLETTIVICE PRESIDENT & PORTFOLIO MANAGERNA
LASH, CONSTANCE, GRETCHEN SMITHICHIEF EXECUTIVE OFFICER & PRESIDENT & CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGERNA Control
LASH, CONSTANCE, GRETCHEN SMITHICHIEF EXECUTIVE OFFICER & PRESIDENT OF PARENT COMPANYNA Control
LASH, CONSTANCE, GRETCHEN SMITHICHIEF EXECUTIVE OFFICER & PRESIDENT & CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGERNA Control
LASH, CONSTANCE, GRETCHEN SMITHICHIEF EXECUTIVE OFFICER & PRESIDENT OF PARENT COMPANYNA Control
LASH, CONSTANCE, GRETCHEN SMITHICHIEF EXECUTIVE OFFICER & PRESIDENT & CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGERNA Control
LASH, CONSTANCE, GRETCHEN SMITHICHIEF EXECUTIVE OFFICER & PRESIDENT OF PARENT COMPANYNA Control
LASH, CONSTANCE, GRETCHEN SMITHICHIEF INVESTMENT OFFICERNA Control
LASH, CONSTANCE, GRETCHEN SMITHICHIEF INVESTMENT OFFICER & PORTFOLIO MANAGERNA Control
LASH, CONSTANCE, GRETCHEN SMITHICHIEF EXECUTIVE OFFICER & PRESIDENT & CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGERNA Control
LASH, CONSTANCE, GRETCHEN SMITHICHIEF EXECUTIVE OFFICER & PRESIDENT OF PARENT COMPANYNA Control
LECOMPTE, PAULISENIOR VICE PRESIDENT & COONA Control
LECOMPTE, PAULISENIOR VICE PRESIDENT & COONA Control
LECOMPTE, PAULISENIOR VICE PRESIDENT & COONA Control
LECOMPTE, PAULISENIOR VICE PRESIDENT & COONA Control
LECOMPTE, PAULISENIOR VICE PRESIDENT & COONA Control
LECOMPTE, PAULISENIOR VICE PRESIDENT & COONA Control
LIPSKER, YOSSIIPRESIDENT AND PORTFOLIO MANAGERNA Control
LIPSKER, YOSSIIVICE PRESIDENT & PORTFOLIO MANAGERNA
LIPSKER, YOSSIIPRESIDENT AND PORTFOLIO MANAGERNA Control
LIPSKER, YOSSIIPRESIDENT AND PORTFOLIO MANAGERNA Control
LIPSKER, YOSSIIPRESIDENT AND PORTFOLIO MANAGERNA Control
LIPSKER, YOSSIIVICE PRESIDENT & PORTFOLIO MANAGERNA
LIPSKER, YOSSIIVICE PRESIDENT & PORTFOLIO MANAGERNA
LIPSKER, YOSSIIVICE PRESIDENT & SR. RESEARCH ANALYSTNA
LIPSKER, YOSSIIPRESIDENT AND PORTFOLIO MANAGERNA Control
LIPSKER, YOSSIIVICE PRESIDENT & SR. RESEARCH ANALYST & PORTFOLIO MANAGERNA
LIPSKER, YOSSIIVICE PRESIDENT & PORTFOLIO MANAGERNA
MAIR, JAMES, EDWINIEXECUTIVE VICE PRESIDENTNA Control
MAIR, JAMES, EDWINIEXECUTIVE VICE PRESIDENT & PORTFOLIO MANAGERNA Control
MANNS, MICHAEL, TIMOTHYISENIOR VICE PRESIDENT AND SENIOR PORTFOLIO MANAGERNA
MANNS, MICHAEL, TIMOTHYISENIOR VICE PRESIDENT AND SENIOR PORTFOLIO MANAGERNA
MARTIN, DAVID, CAMBRIDGEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
MARTIN, DAVID, CAMBRIDGEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
MARTIN, DAVID, CAMBRIDGEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
MARTIN, DAVID, CAMBRIDGEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
MARTIN, DAVID, CAMBRIDGEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
MARTIN, DAVID, CAMBRIDGEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
MARTIN, DAVID, CAMBRIDGEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
MARTIN, DAVID, CAMBRIDGEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
MARTIN, DAVID, CAMBRIDGEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
MITCHELL, TINA, LOUISEIVICE PRESIDENT, COMPLIANCENA
MITCHELL, TINA, LOUISEICHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENTNA
MITCHELL, TINA, LOUISEICHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENTNA
MITCHELL, TINA, LOUISEIVICE PRESIDENT, COMPLIANCENA
MITCHELL, TINA, LOUISEIVICE PRESIDENT, COMPLIANCENA
MITCHELL, TINA, LOUISEIVICE PRESIDENT, COMPLIANCENA
SWANSON, SCOTTIVICE PRESIDENT & SR. PORTFOLIO MANAGERNA
SWANSON, SCOTTIVICE PRESIDENT & SR. PORTFOLIO MANAGERNA
SWANSON, SCOTTIVICE PRESIDENT & SR. PORTFOLIO MANAGERNA
SWANSON, SCOTTIVICE PRESIDENT & SR. RESEARCH ANALYSTNA
SWANSON, SCOTTIVICE PRESIDENT & SR. RESEARCH ANALYST & PORTFOLIO MANAGERNA
SWANSON, SCOTTIVICE PRESIDENT & SR. PORTFOLIO MANAGERNA
TILSON, JOHN, STANLEYIEXECUTIVE VICE PRESIDENT & PORTFOLIO MANAGERNA Control
TILSON, JOHN, STANLEYIEXECUTIVE VICE PRESIDENTNA Control
TILSON, JOHN, STANLEYIEXECUTIVE VICE PRESIDENT & PORTFOLIO MANAGERNA Control
TILSON, JOHN, STANLEYIEXECUTIVE VICE PRESIDENT & PORTFOLIO MANAGERNA Control
WELTER, MICHAEL, THOMASIRESEARCH ANALYST & JUNIOR PORTFOLIO MANAGERNA
WELTER, MICHAEL, THOMASIRESEARCH ANALYST & JUNIOR PORTFOLIO MANAGERNA
ZHANG, DONG, HAOIVICE PRESIDENT AND PORTFOLIO MANAGERNA
ZHANG, DONG, HAOIVICE PRESIDENT AND PORTFOLIO MANAGERNA
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PASADENA CAPITAL CORPORATIONDEPARENT COMPANYE Control
PHOENIX INVESTMENT PARTNERS, LTD.DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD.DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD.DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD.DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD.DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD.DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD. (FORMERLY KNOWN AS PHOENIX DUFF & PHELPS CORP.)DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD. (FORMERLY KNOWN AS PHOENIX DUFF & PHELPS CORP.)DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD. (FORMERLY KNOWN AS PHOENIX DUFF & PHELPS CORP.)DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD. (FORMERLY KNOWN AS PHOENIX DUFF & PHELPS CORP.)DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD. (FORMERLY KNOWN AS PHOENIX DUFF & PHELPS CORP.)DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD. (FORMERLY KNOWN AS PHOENIX DUFF & PHELPS CORP.)DEOWNER OF PARENTE Control
PHOENIX INVESTMENT PARTNERS, LTD. (FORMERLY KNOWN AS PHOENIX DUFF & PHELPS CORP.)DEOWNER OF PARENTE Control
VIRTUS PARTNERS, INC. (FKA PHOENIX INVESTMENT PARTNERS, LTD.)DEOWNER OF PARENTE Control
VIRTUS PARTNERS, INC. (FKA PHOENIX INVESTMENT PARTNERS, LTD.)DEOWNER OF PARENTE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
THE PHOENIX COMPANIES INC.DEPHOENIX INVESTMENT MANAGEMENT COMPANY INC.E
VIRTUS INVESTMENT PARTNERS, INC.DEVIRTUS PARTNERS, INC.E Control
VIRTUS INVESTMENT PARTNERS, INC.DEVIRTUS PARTNERS, INC.E Control
VIRTUS PARTNERS, INC. (FKA PHOENIX INVESTMENT PARTNERS, LTD.)DEPASADENA CAPITAL CORPORATIONE Control
VIRTUS PARTNERS, INC. (FKA PHOENIX INVESTMENT PARTNERS, LTD.)DEPASADENA CAPITAL CORPORATIONE Control
PHOENIX INVESTMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D
PHOENIX INVESTMENT MANAGEMENT COMPANY INC.DEPHOENIX INVESTMENT PARTNERS, LTD.D

Registrations

Federal

IA
Oct 20, 2005 REGISTERED

Notice Filings (51)

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Address

600 N. ROSEMEAD BLVD
PASADENA, CA 91107-2101
USA
Phone: 626-351-6451