1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ENLIGHTENED FINANCE LLC

Map pin
Phone248-854-1696
NotebookSEC #801-127653
Total AUM
$116.3M
Employees
6
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
248-854-1696
Other Offices
4

ReceiptFinancials

Total AUM
$116.3M
Accounts
358
Discretionary
$114.9M
Accounts
355
Non-Discretionary
$1.5M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
98
AUM
$27.3M
HNW Individual Clients
32
AUM
$79.3M
Pension/Profit Sharing Plan Clients
3
AUM
$3.2M
Charitable Organization Clients
3
AUM
$6.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CAFLINMITX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account