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FINANCIAL ENHANCEMENT GROUP
FINANCIAL ENHANCEMENT GROUP LLC
CRD 159017 · SEC 801-72907
2704 ENTERPRISE DRIVE, ANDERSON, IN, 46013, United States
Phone
765-640-1524
Fax
317-744-1484
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$987.0M
Discretionary AUM
$987.0M
Team
24 total employees; 21 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 996 | $316.2M |
| High net worth individuals | 261 | $643.5M |
| Charitable organizations | 3 | $2.4M |
| Corporations/business entities | 21 | $24.8M |
States served
AZ, CA, CO, GA, IL, IN, KY, LA, MI, MT, NV, NJ, NM, NY, NC, OH, PA, SC, TN, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD