Lenity Financial, Inc.

Overview

Lenity Financial, Inc. operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it serves both individual/family and institutional clients. Its pricing mixes percentage-of-assets and fixed-fee arrangements. Lenity identifies as an active ESG investor and manages most client assets on a discretionary basis. The firm does not present itself as a capital allocator, is not a multi-state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives