FINANCIAL ENHANCEMENT GROUP

2704 Enterprise Drive
Anderson, Indiana 46013
Tel: 765-640-1524

About FINANCIAL ENHANCEMENT GROUP

FINANCIAL ENHANCEMENT GROUP, formally registered with the SEC as FINANCIAL ENHANCEMENT GROUP. The firm was established in 01/03/2012. They have over 6 offices throughout the country.

FINANCIAL ENHANCEMENT GROUP is a Anderson, Indiana based Financial Planning firm with nearly $831,506,691 assets under management, offering retirement planning & investment advisory services to 3412 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159017
SEC#	801-72907
Assets Managed by Firm	$831,506,691
No. of Clients	3412
No. of Advisors	26

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	3412	$831,506,691
Individuals (other than high net worth individuals)	1181	$675,914,563
High net worth individuals	16	$132,018,507
Charitable organizations	3	$1,550,180
Corporations or other businesses	21	$22,023,441

More Retirement Planning firms in Anderson, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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