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Financial Enhancement

Company Profile
Financial Enhancement is an investment advisor in Anderson with $703.48 mm assets under management.

Company profile

Website
www.yourlifeafterwork.com
Employees
Incorporated
Indiana
Location
Indiana
Fiscal year end
Dec 31
SEC CIK
0001641438
IRS number
300041649
SEC advisor number
801-72907
FINRA CRD number
159017
AUM ?
$703.48 mm (as of 4 Oct 22)
Accounts
3,045 (as of 4 Oct 22)
Employees
19 (18 investment advisory or research)
Address
Financial Enhancement
2704 ENTERPRISE DRIVE
ANDERSON
IN 46013
Phone
765-640-1524
Brochures
  • Adv Part B Brochure 2 24 2022 (25 Feb 22)
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
18 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
10 May 21
13F-HR
Quarterly holdings report by institutional manager
10 Feb 21
13F-HR
Quarterly holdings report by institutional manager
18 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
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