Investment adviser · CRD 116889
THE ENTERPRISE INVESTMENT COMPANY
Investment adviser filing (IA)
FARMINGTON HILLS, MI, United States · Form ADV filed Apr 29, 2026
- Regulatory AUM
- $607M Form ADV · Item 5.F
- Client accounts
- 1,106 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 795 | $563,849,432 | 92.9% |
| Retirement plans | 46 | $43,242,950 | 7.1% |
Filing source
Form ADV 2098680 · Apr 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
30301 NORTHWESTERN HIGHWAY, SUITE 200FARMINGTON HILLS, MI, 48334, United States
CRD 116889
Filing source
Form ADV 2098680 · Apr 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.