Sign in
Create a free account
ENZA FINANCIAL, LLC
INDEPENDENCE, OH
216-236-0700
SEC #801-125885Total AUM
$191.2M
Employees
5Clients
201Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6450 ROCKSIDE WOODS BLVD S
SUITE 150
INDEPENDENCE
OH 44131
United States
SUITE 150
INDEPENDENCE
OH 44131
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
216-236-0700
Financials
Total AUM
$191.2M
Accounts
339Discretionary
$191.2M
Accounts
339Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
153AUM
$35.2M
HNW Individual Clients
45AUM
$129.7M
Pension/Profit Sharing Plan Clients
1AUM
$13.1M
Charitable Organization Clients
1AUM
$644.1K
Corporation or Business Clients
1AUM
$12.5M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES
Compliance
Disclosures
None reported
State Registrations
LANEOHTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.