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The Enterprise Investment Company

● SEC registered since 2015CRD 116889SEC# 801-103471Farmington Hills, MI
Export (members)
Reg. AUM
$479.6M
Employees
7
Accounts
1,027
Location
Farmington Hills, MI

The Enterprise Investment Company assets under management

The Enterprise Investment Company is an investment advisory firm registered with the SEC based in Farmington Hills, MI. The firm has been registered since 2015. It reports $479.6 million in regulatory assets under management and employs 7 people.

The Enterprise Investment Company owners & executives

5 reported
NameTitleOwnershipSince
Adam John OffermanRegistered RepresentativeUnder 5%2015
Andrew John Marra ControlComptroller10-25%2014
Edward J AlbersDirector Of Insurance10-25%2014
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Frequently asked questions

How much does The Enterprise Investment Company manage?

The Enterprise Investment Company reports $479.6 million in regulatory assets under management on its Form ADV.

How many employees does The Enterprise Investment Company have?

The Enterprise Investment Company reports 7 employees.

Where is The Enterprise Investment Company located?

The Enterprise Investment Company is based in Farmington Hills, MI and has been SEC-registered since 2015.

Does The Enterprise Investment Company disclose fund performance?

The Enterprise Investment Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30301 Northwestern Highway, Suite 200, Farmington Hills, MI 48334
Phone248-539-8282
Fax248-539-8283
Office hours8a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$356.6M
Non-discretionary$123M
Total (RAUM)$479.6M