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THE ENTERPRISE INVESTMENT COMPANY
30301 Northwestern Highway
Suite 200
Farmington Hills, Michigan 48334
Tel: 248-539-8282
About THE ENTERPRISE INVESTMENT COMPANY
THE ENTERPRISE INVESTMENT COMPANY, formally registered with the SEC as THE ENTERPRISE INVESTMENT COMPANY. The firm was established in 07/24/2015. They have over 1 offices throughout the country.
THE ENTERPRISE INVESTMENT COMPANY is a Farmington Hills, Michigan based Financial Planning firm with nearly $432,711,827 assets under management, offering retirement planning & investment advisory services to 413 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116889 |
| SEC# | 801-103471 |
| Assets Managed by Firm | $432,711,827 |
| No. of Clients | 413 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 413 | $432,711,827 |
| High net worth individuals | 174 | $401,480,947 |
| Pension and profit sharing plans | 59 | $31,230,880 |
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