Overview
Assets Under Management: $832 million
Headquarters: ANDERSON, IN
High-Net-Worth Clients: 251
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL ENHANCEMENT GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159017), FINANCIAL ENHANCEMENT GROUP LLC is subject to fiduciary duty under federal law.
FINANCIAL ENHANCEMENT GROUP LLC is headquartered in ANDERSON, IN.
FINANCIAL ENHANCEMENT GROUP LLC serves 251 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL ENHANCEMENT GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL ENHANCEMENT GROUP LLC manages $832 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, FINANCIAL ENHANCEMENT GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 251
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,412
Discretionary Accounts: 3,412
Regulatory Filings
CRD Number: 159017
Last Filing Date: 2025-02-19 00:00:00
Website: https://yourlifeafterwork.com