FINANCIAL ENHANCEMENT GROUP LLC

HTTPS://WWW.LINKEDIN.COM/COMPANY/731086/ ANDERSON, IN Investment Advisor How do I update this listing?

Financial Enhancement Group is based out of Anderson. Financial Enhancement Group is a large advisory firm with 831 clients and discretionary assets under management (AUM) of $354,363,005 (Form ADV from 2018-09-17). Their last reported 13F filing for Q4 2018 included $318,117,000 in managed 13F securities and a top 10 holdings concentration of 46.22%. Financial Enhancement Group's largest holding is SPDR Bloomberg Barclays TIPS ETF with shares held of 482,827. Whalewisdom has at least 16 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $318.117 Million
  • Prior Market Value $317.88 Million
  • New Purchases0 stocks
  • Additional Purchases23 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 46.22 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: 0.07 %
  • Time Held Top20:5.70 quarters
  • Time Held Top10:5.60 quarters
  • Time Held All:4.38 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-08-14

Performance for Q2 2018: 2.0%
Performance Last 4 Quarters: 8.95%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FINANCIAL ENHANCEMENT GROUP
2704 ENTERPRISE DRIVE
ANDERSON IN    46013
Country: United States

Business Phone: 765-640-1524
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IN
Number of employees: 20
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 831
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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FINANCIAL ENHANCEMENT GROUP LLC

ownership team - last updated 2018-06-29
Name Title Start Date Direct/Indirect % Ownership
HARTER, ADAM, MICHAEL CHIEF INVESTMENT STRATEGIST, OWNER 12/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FINANCIAL ENHANCEMENT GROUP LLC OWNER direct 2012-12-01
CLARK, JOSEPH, ANDREW MANAGING MEMBER 11/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FINANCIAL ENHANCEMENT GROUP LLC MANAGING MEMBER/OWNER indirect 2002-03-01
FINANCIAL ENHANCEMENT GROUP LLC CHIEF COMPLIANCE OFFICER, MANAGING MEMBER direct 2011-11-01
FINANCIAL ENHANCEMENT GROUP LLC MANAGING MEMBER direct 2011-11-01
JOE'S MONEY SHOW LLC OWNER 03/01/2002 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FINANCIAL ENHANCEMENT GROUP LLC OWNER direct 2002-03-01
HODSON, DONALD, EARL CHIEF COMPLIANCE OFFICER, OWNER 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
FINANCIAL ENHANCEMENT GROUP LLC OWNER direct 2012-12-01
FINANCIAL ENHANCEMENT GROUP LLC CHIEF COMPLIANCE OFFICER, OWNER direct 2012-12-01
CLARK, JOSEPH, ANDREW MANAGING MEMBER/OWNER JOE'S MONEY SHOW LLC 03/01/2002 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL ENHANCEMENT GROUP LLC MANAGING MEMBER/OWNER indirect 2002-03-01
FINANCIAL ENHANCEMENT GROUP LLC CHIEF COMPLIANCE OFFICER, MANAGING MEMBER direct 2011-11-01
FINANCIAL ENHANCEMENT GROUP LLC MANAGING MEMBER direct 2011-11-01

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