Financial Enhancement is an investment advisor in Anderson with $703.48 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
300041649
SEC advisor number
801-72907
FINRA CRD number
159017
AUM ?
$727.98 mm
(as of 9 Feb 24)
Accounts
3,285
(as of 9 Feb 24)
Employees
23
(21 investment advisory or research)
Address
Financial Enhancement
2704 ENTERPRISE DRIVE
ANDERSON
IN 46013
2704 ENTERPRISE DRIVE
ANDERSON
IN 46013
Phone
765-640-1524
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
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