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ENZA FINANCIAL, LLC
CRD 315827 · SEC 801-125885
6450 ROCKSIDE WOODS BLVD S, SUITE 150, INDEPENDENCE, OH, 44131, United States
Phone
216-236-0700
Fax
216-264-8077
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$191.2M
Discretionary AUM
$191.2M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $35.2M |
| High net worth individuals | 45 | $129.7M |
States served
LA, NE, OH, TX
All web addresses on file
Official SEC filing: View on IAPD