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:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Independence, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.