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Building 2FINANCIAL ENHANCEMENT GROUP

Map pinANDERSON, IN
Phone765-640-1524
NotebookSEC #801-72907
Total AUM
$987M
Employees
24
Clients
1,281

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2704 ENTERPRISE DRIVE
ANDERSON
IN 46013
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
765-640-1524
Other Offices
5

ReceiptFinancials

Total AUM
$987M
Accounts
3,599
Discretionary
$987M
Accounts
3,599
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
996
AUM
$316.2M
HNW Individual Clients
261
AUM
$643.5M
Charitable Organization Clients
3
AUM
$2.4M
Corporation or Business Clients
21
AUM
$24.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINKYLAMIMOMTNCNJNMNVNYOHPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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