RIA Intelligence

FINANCIAL ENHANCEMENT GROUP LLC

Legal name: FINANCIAL ENHANCEMENT GROUP

CRD #159017 SEC #801-72907 ANDERSON, IN 765-640-1524
SEC Registered
Total AUM
$831.5M
Discretionary
$831.5M
Employees
26
Clients
251
Accounts
3,412

AUM Over Time

DateSep 2025
Total AUM$831.5M
Discretionary$831.5M
Non-Disc.$0
Employees26
Clients0
DateFeb 2025
Total AUM$831.5M
Discretionary$831.5M
Non-Disc.$0
Employees26
Clients0
DateSep 2024
Total AUM$728M
Discretionary$728M
Non-Disc.$0
Employees23
Clients0
DateFeb 2024
Total AUM$728M
Discretionary$728M
Non-Disc.$0
Employees23
Clients0
DateDec 2023
Total AUM$635.8M
Discretionary$635.8M
Non-Disc.$0
Employees20
Clients0
DateApr 2023
Total AUM$635.8M
Discretionary$635.8M
Non-Disc.$0
Employees20
Clients0
DateFeb 2023
Total AUM$635.8M
Discretionary$635.8M
Non-Disc.$0
Employees20
Clients0
DateOct 2022
Total AUM$703.5M
Discretionary$703.5M
Non-Disc.$0
Employees19
Clients0
DateJul 2022
Total AUM$703.5M
Discretionary$703.5M
Non-Disc.$0
Employees19
Clients0
DateApr 2022
Total AUM$703.5M
Discretionary$703.5M
Non-Disc.$0
Employees19
Clients0
DateFeb 2022
Total AUM$703.5M
Discretionary$703.5M
Non-Disc.$0
Employees19
Clients0
DateJan 2022
Total AUM$588.7M
Discretionary$588.7M
Non-Disc.$0
Employees19
Clients0
DateNov 2021
Total AUM$588.7M
Discretionary$588.7M
Non-Disc.$0
Employees19
Clients0
DateJul 2021
Total AUM$588.7M
Discretionary$588.7M
Non-Disc.$0
Employees19
Clients0
DateApr 2021
Total AUM$588.7M
Discretionary$588.7M
Non-Disc.$0
Employees19
Clients0
DateMar 2021
Total AUM$588.7M
Discretionary$588.7M
Non-Disc.$0
Employees19
Clients0
DateSep 2020
Total AUM$493.2M
Discretionary$493.2M
Non-Disc.$0
Employees18
Clients0
DateJul 2020
Total AUM$493.2M
Discretionary$493.2M
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$493.2M
Discretionary$493.2M
Non-Disc.$0
Employees18
Clients0
DateMay 2020
Total AUM$493.2M
Discretionary$493.2M
Non-Disc.$0
Employees18
Clients0
DateFeb 2020
Total AUM$493.2M
Discretionary$493.2M
Non-Disc.$0
Employees18
Clients0
DateFeb 2019
Total AUM$374.6M
Discretionary$374.6M
Non-Disc.$0
Employees13
Clients0
DateJan 2019
Total AUM$354.4M
Discretionary$354.4M
Non-Disc.$0
Employees20
Clients0
DateSep 2018
Total AUM$354.4M
Discretionary$354.4M
Non-Disc.$0
Employees20
Clients0
DateJul 2018
Total AUM$354.4M
Discretionary$354.4M
Non-Disc.$0
Employees20
Clients0
DateJun 2018
Total AUM$354.4M
Discretionary$354.4M
Non-Disc.$0
Employees20
Clients0
DateFeb 2018
Total AUM$354.4M
Discretionary$354.4M
Non-Disc.$0
Employees20
Clients0
DateJul 2017
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees19
Clients700
DateFeb 2017
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees19
Clients700
DateFeb 2017
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees16
Clients600
DateMay 2016
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees16
Clients600
DateMay 2016
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees16
Clients600
DateMar 2016
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees16
Clients600
DateFeb 2016
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees15
Clients500
DateDec 2015
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees15
Clients500
DateMay 2015
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees15
Clients500
DateApr 2015
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees15
Clients500
DateMar 2015
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees15
Clients500
DateJun 2014
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees15
Clients500
DateMay 2014
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees15
Clients500
DateMay 2014
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees11
Clients600
DateMar 2014
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees11
Clients600
DateApr 2013
Total AUM$179.2M
Discretionary$179.2M
Non-Disc.$0
Employees11
Clients550
DateMar 2013
Total AUM$179.2M
Discretionary$179.2M
Non-Disc.$0
Employees11
Clients550
DateDec 2012
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees11
Clients550
DateNov 2012
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees11
Clients550
DateOct 2012
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees--
Clients550
DateAug 2012
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees--
Clients550
DateAug 2012
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees--
Clients550
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients550
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients550
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients550