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Lenity Financial, Inc.

Lenity Financial, Inc.. CRD 283440

Lenity Financial, Inc. logo

CRD: 283440

Lenity Financial, Inc.

Geneva, IL, 60134
6309483330
www.lenityfinancial.com
$87.2M Total AUM
$85.9M Disc. AUM
-- 3Y CAGR
2 Employees
62 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail and Institutional
Platforms
Pioneer oakValue crest
Established Date
07-25-2016
Office Locations
1

Office Locations

724 West State Street Suite A Geneva IL

About Lenity Financial, Inc.

Lenity Financial is a Geneva, IL fee-only fiduciary RIA led by founders Lisa and Mark Bova. The firm delivers holistic planning and investment management for individuals, high-net-worth families, and small business owners, with a focus on retirement planning, tax strategy, and estate/legacy planning. Portfolios are built primarily with ETFs. The practice is locally recognized with “Best Wealth Management Firm/Best Financial Planner/Best Tax Preparation Service” awards.

Team overview

53 AVG AGE
$43.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Fusion Signal prime Beacon value

Client Personas

Delta quantum Quantum glacier

Custodian

Catalyst Timber radial Foundation Vector Crest Oak glacier Insight Capital prime Vector fusion

Investment Themes

Beacon atlas Insight Ridge Value Wave vital Capital frontier

Investment Vehicles

Harbor Zenith peak

Platform

Element

Services

Capital prime Matrix alpha Capital north Glacier pathway Ember momentum Glacier glacier Oak crest Beacon legacy Pathway glacier Harbor eagle Focus

Technology

Focus north Pioneer

Owner & Executives

LISA ANNETTE CONRATH-BOVA

LISA ANNETTE CONRATH-BOVA

Financial Advisor, President

CRD
#2294786
Ownership
50% but less than 75%
(503) 855-9002
zenith.ridge@meridiancapital.com
in linkedin.com/in/timber-horizon
MARK ROBERT BOVA

MARK ROBERT BOVA

Financial Advisor, Secretary

CRD
#3093543
Ownership
25% but less than 50%
(759) 832-3098
quantum.horizon@quantumcapital.com
in linkedin.com/in/meridian-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $85,940,013 --
Non-Discretionary $1,254,243 --
Total $87,194,256 --

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Separately Managed Accounts

Total SMA Asset: $87,194,256

$87.2M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $2,233,073,879 100.0%
Total $2,233,073,879 100.0%

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