|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The Enterprise Investment Company
✚
|
|
|---|---|
| CRD # | 116889 |
| SEC # | 801-103471 |
| CIK # | 0001777127, 0001570587 |
| AUM | $479.6 M (2025-04-25) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 248-539-8282 |
| Address | 30301 Northwestern Highway Farmington Hills, MI 48334 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.9 | ||
| Microsoft Corp | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| Amazon Com Inc | 0.4 | ||
| Broadcom Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 367 | 436.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 43.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,027 | 479.6 |
| By Discretionary | ||
| Discretionary | 873 | 356.6 |
| Non-Discretionary | 154 | 123.0 |
| Total | 1,027 | 479.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 479.6 | |
| Total | 1,027 | 479.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001570587] | |
| 13F-HR | [0001777127] | |
| 13F-NT | [0001777127] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mayport LLC
✚
|
0.5 | |
|
Auctus Advisors LLC
✚
|
NC | 0.5 |
|
Priebe Wealth Holdings LLC
✚
|
MN | 0.5 |
|
Compound Family Offices LLC
✚
|
FL | 0.5 |
|
Hobbs Group Advisors LLC
✚
|
SC | 0.5 |
|
Arkfeld Wealth Strategies LLC
✚
|
NE | 0.5 |
|
Gainplan LLC
✚
|
MI | 0.5 |
|
Enrich Financial Partners LLC
✚
|
WI | 0.5 |
|
Midwest Financial Group LLC
✚
|
KS | 0.5 |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
|
OH | 0.5 |