LENITY FINANCIAL, INC.

LENITY FINANCIAL, INC. of GENEVA, IL is an SEC-registered investment adviser (CRD 283440). Regulatory assets under management: $87.2M.

Registration

• CRD: 283440
• Type: Registered investment adviser
• Location: 724 WEST STATE STREET, GENEVA, IL, 60134
• Phone: 630-948-3330
• Latest filing: 2026-05-06
• Regulatory AUM: $87.2M
• Discretionary AUM: $85.9M
• Non-discretionary AUM: $1.3M
• Clients: 2
• Accounts: 62

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283440 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search