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| Keyboard |
| The Enterprise Investment Company
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|---|---|
| CRD # | 116889 |
| SEC # | 801-103471 |
| CIK # | 0001570587, 0001777127 |
| AUM | 607.1 M (2026-04-29) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-539-8282 |
| Address | 30301 Northwestern Highway Farmington Hills, MI 48334 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 1.1 | |
| Nvidia Corp | 1.1 | |
| Microsoft Corp | 0.8 | |
| Amazon Com Inc | 0.4 | |
| Alphabet Inc | 0.3 | |
| Broadcom Inc | 0.3 | |
| Alphabet Inc | 0.2 | |
| J P Morgan Chase & Co | 0.2 | |
| Tesla Motors Inc | 0.2 | |
| Facebook Inc | 0.1 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 795 | 563.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 43.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,106 | 607.1 |
| By Discretionary | ||
| Discretionary | 940 | 507.4 |
| Non-Discretionary | 166 | 99.7 |
| Total | 1,106 | 607.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 607.1 | |
| Total | 1,106 | 607.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001570587] | |
| 13F-HR | [0001777127] | |
| 13F-NT | [0001777127] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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|
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MD | 605.4 M |
|
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|
MFA Wealth Advisors LLC
✚
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PA | 605.4 M |