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⚲
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| Financial Enhancement Group LLC
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|
|
|---|---|
| CRD # | 159017 |
| SEC # | 801-72907 |
| CIK # | 0001641438 |
| AUM | $831.5 M (2025-02-19) |
| Employees | 26 (69% Investors, 0% Brokers) |
| Phone | 765-640-1524 |
| Address | 2704 Enterprise Drive Anderson, IN 46013 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 13.4 | ||
| VISA Inc | 12.4 | ||
| Intercontinentalexchange Group Inc | 11.5 | ||
| Linde PLC | 11.5 | ||
| Apple Inc | 11.3 | ||
| Nvidia Corp | 9.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,181 | 675.9 |
| (b) Individuals (high net worth individuals) | 16 | 132.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 22.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,412 | 831.5 |
| By Discretionary | ||
| Discretionary | 3,412 | 831.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,412 | 831.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 831.5 | |
| Total | 3,412 | 831.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001641438] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pettyjohn Wood & White Inc
✚
|
VA | 0.9 |
|
Baseline Wealth Management Ltd
✚
|
0.9 | |
|
Jamison Private Wealth Management Inc
✚
|
GA | 0.9 |
|
Avion Wealth LLC
✚
|
TX | 0.8 |
|
JLB & Associates Inc
✚
|
MI | 0.8 |
|
Studio Investment Management LLC
✚
|
IL | 0.8 |
|
South Street Advisors LLC
✚
|
NY | 0.8 |
|
Rainey & Randall Wealth Advisors Inc
✚
|
FL | 0.8 |
|
Circle Advisers Inc
✚
|
NY | 0.8 |
|
Sterling Investment Counsel LLC
✚
|
NY | 0.8 |