RIA Intel›Advisers›Indiana›FINANCIAL ENHANCEMENT GROUP LLC

FINANCIAL ENHANCEMENT GROUP LLC

Advisory

N·ANDERSON, IN

Data as of Jul 7, 2026 · Source: SEC Form ADV

Total AUM
$987M
1-Year AUM Growth
+35.6%
3-Year CAGR
+15.8%
Employees
22
Assets Under Management
Total AUM$987M
Discretionary AUM$987M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,221
Team
Total Employees22
Investment Advisers25
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record51
First FilingNov 16, 2011
Latest FilingJul 7, 2026
🔒 Full AUM trend chart and 51 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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