Overview
Assets Under Management: $116 million
High-Net-Worth Clients: 32
Average Client Assets: $2.5 million
Frequently Asked Questions
ENLIGHTENED FINANCE LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282965), ENLIGHTENED FINANCE LLC is subject to fiduciary duty under federal law.
ENLIGHTENED FINANCE LLC serves 32 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, ENLIGHTENED FINANCE LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ENLIGHTENED FINANCE LLC manages $116 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, ENLIGHTENED FINANCE LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.19%
Average Client Assets: $2.5 million
Total Client Accounts: 358
Discretionary Accounts: 355
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 282965
Filing ID: 1820721
Last Filing Date: 2024-03-22 18:08:00