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THE ENTERPRISE INVESTMENT COMPANY
CRD 116889 · SEC 801-103471
30301 NORTHWESTERN HIGHWAY, SUITE 200, FARMINGTON HILLS, MI, 48334, United States
Phone
248-539-8282
Fax
248-539-8283
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$607.1M
Discretionary AUM
$507.4M
Team
7 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 795 | $563.8M |
| Pension/profit sharing plans | 46 | $43.2M |
States served
MI, NY
All web addresses on file
Official SEC filing: View on IAPD