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LENITY FINANCIAL, INC.
CRD 283440
724 WEST STATE STREET, SUITE A, GENEVA, IL, 60134, United States
Phone
630-948-3330
Fax
331-208-9823
Registration
— (—)
Source
State registered
Total AUM
$87.2M
Discretionary AUM
$85.9M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $85.9M |
| Pension/profit sharing plans | 2 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD