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Building 2THE ENTERPRISE INVESTMENT COMPANY

Map pinFARMINGTON HILLS, MI
Phone248-539-8282
NotebookSEC #801-103471
Total AUM
$607.1M
Employees
7
Clients
841

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30301 NORTHWESTERN HIGHWAY
SUITE 200
FARMINGTON HILLS
MI 48334
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
248-539-8282

ReceiptFinancials

Total AUM
$607.1M
Accounts
1,106
Discretionary
$507.4M
Accounts
940
Non-Discretionary
$99.7M
Accounts
166

ContactClients

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HNW Individual Clients
795
AUM
$563.8M
Pension/Profit Sharing Plan Clients
46
AUM
$43.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MINY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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