Overview
Assets Under Management: $191 million
Headquarters: INDEPENDENCE, OH
High-Net-Worth Clients: 45
Average Client Assets: $2.9 million
Frequently Asked Questions
ENZA FINANCIAL, 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 #315827), ENZA FINANCIAL, LLC is subject to fiduciary duty under federal law.
ENZA FINANCIAL, LLC is headquartered in INDEPENDENCE, OH.
ENZA FINANCIAL, LLC serves 45 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, ENZA FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
ENZA FINANCIAL, LLC manages $191 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, ENZA FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.84%
Average Client Assets: $2.9 million
Total Client Accounts: 339
Discretionary Accounts: 339
Regulatory Filings
CRD Number: 315827
Filing ID: 2048504
Last Filing Date: 2026-03-02 13:46:56