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).

Current Firm Details
https://www.efinancellc.com/
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $324,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IN, MI, TX

Financial Advisors at Enlightened Finance LLC
Showing 1 - 6 of 6 top financial advisors.
1
Edward Bails, financial advisor Elkhart IN
Edward A. Bails
CRD#: 2898766
541 Roske Drive, Suite D, Elkhart, IN 46516

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.

2
Steven Bankler, financial advisor San Antonio TX
Steven Bankler
CRD#: 4215092
9901 Ih 10 West, Suite 670, San Antonio, TX 78230

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.

3
Thomas Delpup, financial advisor Rochester Hills MI
Thomas J. Delpup
CRD#: 4091944
1700 W. Hamlin Road, Suite 100, Rochester Hills, MI 48309

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.

4
Gregory Hock, financial advisor Morgan Hill CA
Gregory O. Hock
CRD#: 4629004
15305 Watsonville Road, Morgan Hill, CA 95037

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.

5
Alexander Martin, financial advisor Largo FL
Alexander L. Martin
CRD#: 2623934
Largo, FL

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.

6
Gina Valorz, financial advisor San Antonio TX
Gina E. Valorz
CRD#: 4216951
9901 Ih 10 West, Suite 670, San Antonio, TX 78230

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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