ENLIGHTENED FINANCE LLC
ENLIGHTENED FINANCE LLC is an SEC-registered investment adviser (CRD 282965). Regulatory assets under management: $116.3M.
Registration
- CRD: 282965
- SEC file number: 801-127653
- Type: Registered investment adviser
- Phone: 248-854-1696
- Latest filing: 2024-03-22
- Regulatory AUM: $116.3M
- Discretionary AUM: $114.9M
- Non-discretionary AUM: $1.5M
- Clients: 6
- Accounts: 358
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| MARTIN STEVEN LLOYD | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| ZIMMERMAN JASON REED | MANAGING MEMBER | — |
| SCHECHTER MARC RODNEY | MANAGING MEMBER | — |
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