Enterprise Equities, Inc.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Columbia, Maryland
CRD number
27394
Registered since
November 2, 1990

Firm profile

FINTRX

Overview

Enterprise Equities, Inc. is organized as a corporation and has been SEC-registered since 1990. Public data classifies ownership as a mix of a domestic entity and an individual and lists the firm as "unclassified" for its advisory profile. Available records indicate the firm does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It is also not described as a newly formed adviser, pension consultant, or related adviser. The firm has supplied very limited public detail about its specific advisory services, client segments, fee schedules, or other business activities.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • Christopher Herrmann

    Christopher Herrmann

    EVPCRD 6149396

  • Adam Anker

    Adam Anker

    Compliance DirectorCRD 5024956

  • Joey Castleberry

    Joey Castleberry

    Managing Director, Investor RelationsCRD 7059288

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Columbia, MD

Howard

Location

Columbia, MD

Headquartered in Columbia, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Howard
Address
70 Corporate Ctr Broken Land Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth