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 is SEC-registered since 1990. The firm is recorded as being owned by a domestic entity and an individual and is classified in the dataset as "unclassified." Available disclosures indicate it does not serve as a capital allocator and it is not flagged as an active ESG investor. The firm is not listed as a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include an explicit description of the firm's advisory services, client segments, fee schedules, or specific business activities. Public filings and the snapshot provided contain only high-level registration and status fields rather than an operational profile or stated investment positioning.

Assets & Accounts

Location & Offices

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth