Enlightened Finance LLC
Enlightened Finance LLC (CRD# 282965) is a financial advisory firm headquartered in , . They manage $116,347,246 in 358 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management116MILLION
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Total Number of Accounts358ACCOUNTS
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Average Account Value$324,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IN, MI, TX
Edward Bails (CRD# 2898766) is an Investment Advisor Representative working at Enlightened Finance LLC in Elkhart, IN and has over 26 years of experience in the finance industry.
Steven Bankler (CRD# 4215092) is an Investment Advisor Representative working at Enlightened Finance LLC in San Antonio, TX and has over 23 years of experience in the finance industry.
Thomas Delpup (CRD# 4091944) is an Investment Advisor Representative working at Enlightened Finance LLC in Rochester Hills, MI and has over 23 years of experience in the finance industry.
Gregory Hock (CRD# 4629004) is an Investment Advisor Representative working at Enlightened Finance LLC in Morgan Hill, CA and has over 17 years of experience in the finance industry.
Alexander Martin (CRD# 2623934) is an Investment Advisor Representative working at Enlightened Finance LLC in Largo, FL and has over 28 years of experience in the finance industry.
Gina Valorz (CRD# 4216951) is an Investment Advisor Representative working at Enlightened Finance LLC in San Antonio, TX and has over 23 years of experience in the finance industry.