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Employer firm

The Enterprise Investment Company CRD 116889

$607M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Enterprise Investment Company

30301 Northwestern Highway Suite 200, Farmington Hills, MI 48334 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-05-26
  • MI RA
    APPROVED
    Since 2010-05-26

Branch Locations

30301 Northwestern Highway Suite 200, Farmington Hills, MI 48334 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Enterprise Securities Company Farmington Hills MI 07/2005 Present
  • 07/2005 → Present
    The Enterprise Securities Company
    Farmington Hills, MI
Other Businesses

1.) JEWISH FEDERATION OF METROPOLITAN DETROIT, 6735 TELEGRAPH ROAD, BLOOMFIELD HILLS, MI 48301; ISRAEL & OVERSEAS COMMITTEE; NON-INVESTMENT RELATED. Detroit-Board Member of Foundation (volunteer position) 2.) Napco Inc. at 30301 Northwestern Hwy., Suite 200 Farmingotn Hills, MI 48334 Salaried Employee 30+ hours per week. 3.)ENTERPRISE INVESTMENT COMPANY AT 30301 N.W.HIGHWAY, SUITE 200, FARMINGTON HILLS, MI 48334. INVESTMENT ADVISER REP, ANALYZING AND ADVISING CLIENTS FOR THE RIA. 4.) Farber Hebrew Day School Yeshivat Akiva 21100 W 12 Mile Rd Southfield, MI 48076 President of Board of Directors Volunteer Position

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-12
S63 Uniform Securities Agent State Law Examination 2008-02-12
  • S65 Uniform Investment Adviser Law Examination
    2010-03-12
  • S63 Uniform Securities Agent State Law Examination
    2008-02-12
Other Names
  • Gil J Feldman

View on SEC IAPD

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