The Enterprise Investment Company

RIASEC Registered

Total AUM

$607M

Discretionary

$507M

84% of AUM

Avg account

$549K

Accounts

1,106

Employees

Advisory reps

Firm details

Headquarters: Farmington Hills, Michigan
CRD number: 116889
Registered since: July 24, 2015
Website: www.pappasfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI92.88%
Pension & Profit Sharing Plans7.12%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Enterprise Investment Company is organized as an independent registered investment adviser and is registered with the SEC (registered in 2015). The firm operates as a capital allocator for both individuals and families as well as institutional clients, combining fee models that include a percentage of AUM and hourly charges. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection of other advisers. The firm reports affiliations with a broker-dealer and an insurance company and does not identify as an active ESG investor.