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Enza Financial, LLC

● SEC registered since 2022CRD 315827SEC# 801-125885Independence, OH
Export (members)
Reg. AUM
$146.5M
Employees
6
Accounts
271
Location
Independence, OH

Enza Financial, LLC assets under management

Enza Financial, LLC is a registered investment adviser overseen by the SEC based in Independence, OH. The firm has been registered since 2022. It reports $146.5 million in regulatory assets under management and employs 6 people.
www.enzafinancial.comView on SEC.gov ↗

Enza Financial, LLC owners & executives

4 reported
NameTitleOwnershipSince
Joseph Ross Crea ControlPresident25-50%2014
Katherine E Reed ControlChief Compliance OfficerUnder 5%2021
Linda Ann Cahill ControlPrincipal25-50%2014
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Frequently asked questions

How much does Enza Financial, LLC manage?

Enza Financial, LLC reports $146.5 million in regulatory assets under management on its Form ADV.

How many employees does Enza Financial, LLC have?

Enza Financial, LLC reports 6 employees.

Where is Enza Financial, LLC located?

Enza Financial, LLC is based in Independence, OH and has been SEC-registered since 2022.

Does Enza Financial, LLC disclose fund performance?

Enza Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6450 Rockside Woods Blvd S, Suite 150, Independence, OH 44131
Phone216-236-0700
Fax216-264-8077
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.5M
Non-discretionary$0
Total (RAUM)$146.5M