The Enterprise Investment Company
● SEC registered since 2015CRD 116889SEC# 801-103471Farmington Hills, MI
Reg. AUM
$607.1M
Employees
7
Accounts
1,106
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 $607.1 million in regulatory assets under management and employs 7 people.
The Enterprise Investment Company owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam John Offerman | Registered Representative | Under 5% | 2015 |
| Andrew John Marra Control | Cfo | 10-25% | 2014 |
| Edward J Albers | Director Of Insurance | 10-25% | 2014 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Enterprise Investment Company manage?
The Enterprise Investment Company reports $607.1 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
| Address | 30301 Northwestern Highway, Suite 200, Farmington Hills, MI 48334 |
| Phone | 248-539-8282 |
| Fax | 248-539-8283 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$607.1M▲ 27%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$607.1Mregulatory AUM
Discretionary $507.4MNon-discretionary $99.7M