Enhanced Management Company
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Overview
Enhanced Management Company operates as a financial advisor firm that has its headquarters in Salt Lake City, Utah. The company manages $1.1 billion in assets under management across 13 customer accounts, making it one of the larger firms in the nation by assets under management (AUM). The company has a small team, including 12 financial advisors. Enhanced Management Company is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments like bonds, stocks and options.
Enhanced Management Company manages all of the company's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments without needing to seek client consent. The company's average account size is $83.3 million. An average financial advisor at Enhanced Management Company oversees around one client account, making it one of the most personalized firms in the country.
The company's main office is located at 185 South State Street, Salt Lake City, Utah 84111. The firm is permitted to provide services to customers across a number of states, including California, New York and Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Enhanced Management Company by the Numbers
$1.1 billion
15
13
$83.3 million
Fee Structure
Fees charged by financial advisors usually depend on which services are offered. However, fees billed by the firm most likely are comprised of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Enhanced Management Company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its 13 clients, Enhanced Management Company's largest client by number of accounts is pooled investment vehicles. None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Enhanced Management Company does not have any disclosures.
Please visit its Form ADV for more details.
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