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 a corporation that has been SEC-registered since 1990. Public data classifies the firm as unclassified and lists ownership as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, does not register as a multistate adviser, and is not flagged as an active ESG investor. Several typical advisor attributes—fee structure, specific advisory or business activities, and client segmentation—are not provided in the source dataset.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

3 of 12

Christopher Herrmann
EVPCRD 6149396
Adam Anker
Compliance DirectorCRD 5024956
Joey Castleberry
Managing Director, Investor RelationsCRD 7059288

Unlock 9 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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

Evergreen Advisors Capital, LLC

Columbia, MD

Sc&H Capital Corporation

Columbia, MD

Archer Distributors, LLC

Laurel, MD

T. Rowe Price Investment Services, Inc.

Baltimore, MD

AUM —REPS 1283

Ceros Financial Services, Inc.

Rockville, MD

AUM —REPS 144

XML Securities

Bethesda, MD

More Broker-Dealers in Columbia →All Maryland Broker-Dealers →