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Eniko Mikle

Diastole Wealth Management

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About Eniko Mikle

Eniko Mikle is a registered Investment Advisor Representative with Diastole Wealth Management. Eniko has been working in the financial services industry since 2000. Eniko has experience with ETC Brokerage Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc. Eniko holds Series 7 and Series 66 licenses. Eniko specializes in Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, and Financial Planning.

Firm Information

Eniko Mikle is currently registered with Diastole Wealth Management. Diastole Wealth Management is an investment advisor based in Guilford, CT, with approximately $386,200,000 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Diastole Wealth Management serves high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth individuals.
Diastole Wealth Management

58 BOSTON STREET

GUILFORD, CT 06437

$386.20M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eniko Mikle’s Registration & Firm History

CT

03/29/2021 - Present

Diastole Wealth Management (GUILFORD CT)

CT

08/01/2013 - 12/31/2013

ETC BROKERAGE SERVICES, LLC (GUILFORD CT)

CT

11/14/2008 - 04/01/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)

CT

10/19/2005 - 11/24/2008

UBS FINANCIAL SERVICES INC. (NEW HAVEN CT)

NY

05/25/2004 - 09/29/2004

MARQUIS HOLDINGS, INC. (NEW YORK NY)

NY

08/17/2000 - 04/28/2004

DIRECT BROKERAGE, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eniko Mikle.
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