Cleaner ENLIHT FINANCIAL LLC
How does the advisor help clients – Key Takeaways:
ENLIGHT FINANCIAL LLC advises clients on a range of financial matters, helping them achieve their financial goals and make informed investment decisions.
The firm utilizes a team of highly-experienced financial experts who provide personalized and comprehensive financial planning solutions for each individual client.
Some of the key takeaways of working with ENLIGHT FINANCIAL LLC include:
- Expert financial guidance and advice
- In-depth analysis of client’s financial situation
- Customized financial plans tailored to client’s specific goals and risk tolerance
- Monitoring and adjusting of investment strategies
- Regular communication and progress updates
Facts and Insights
ENLIGHT FINANCIAL LLC has been in business since 2005 and has a team of over 50 financial advisors. The firm manages over $2 billion in assets and offers a diverse range of financial services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | 50+ |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
ENLIGHT FINANCIAL LLC works with a variety of clients, including individuals, families, small businesses, and institutions. The firm’s personalized approach allows them to cater to the specific needs and goals of each client.
Fees & Compensation
ENLIGHT FINANCIAL LLC charges a percentage of assets under management for their services. This fee structure aligns their goals with the clients and ensures that the firm’s success is directly tied to the success of their clients’ investments.
Background
The team at ENLIGHT FINANCIAL LLC is made up of highly qualified and experienced financial advisors who are committed to helping clients achieve their financial goals. The firm’s advisors hold various certifications and credentials, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, ENLIGHT FINANCIAL LLC is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with other financial institutions and sources of compensation. The firm’s advisors are dedicated to providing transparent and unbiased advice to their clients, and any potential conflicts will be disclosed and discussed openly.