ENZA FINANCIAL, LLC

6450 Rockside Woods Blvd S
Suite 150
Independence, Ohio 44131
Tel: 216-236-0700

About ENZA FINANCIAL, LLC

ENZA FINANCIAL, LLC, formally registered with the SEC as ENZA FINANCIAL, LLC. The firm was established in 06/16/2022. They have over 1 offices throughout the country.

ENZA FINANCIAL, LLC is a Independence, Ohio based Financial Planning firm with nearly $129,969,289 assets under management, offering retirement planning & investment advisory services to 234 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315827
SEC#	801-125885
Assets Managed by Firm	$129,969,289
No. of Clients	234
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Other (TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
Other (ADVISORY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	234	$129,969,289
Individuals (other than high net worth individuals)	114	$18,886,029
High net worth individuals	33	$92,814,596
Pension and profit sharing plans	5	$11,662,584
Charitable organizations	Fewer than 5 clients	$1,037,105
Corporations or other businesses	Fewer than 5 clients	$5,568,975

More Retirement Planning firms in Independence, Ohio:

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NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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