Investment adviser · CRD 105823

THE ENRICHMENT GROUP, INC.

Investment adviser filing (IA)

MIAMI, FL, United States · Form ADV filed Feb 26, 2015

Regulatory AUM
$245M
Form ADV · Item 5.F
Client accounts
275
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
7
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 26, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7355 SW 87TH AVE, STE 300
MIAMI, FL, 33173, United States

CRD 105823

Filing source

Form ADV 871142 · Feb 26, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.