RIA Intelligence

THE ENTERPRISE INVESTMENT COMPANY

CRD #116889 SEC #801-103471 FARMINGTON HILLS, MI 248-539-8282
SEC Registered
Total AUM
$479.6M
Discretionary
$356.6M
Employees
7
Clients
251
Accounts
1,027

AUM Over Time

DateAug 2025
Total AUM$479.6M
Discretionary$356.6M
Non-Disc.$123M
Employees7
Clients0
DateApr 2025
Total AUM$479.6M
Discretionary$356.6M
Non-Disc.$123M
Employees7
Clients0
DateApr 2024
Total AUM$432.7M
Discretionary$316.3M
Non-Disc.$116.4M
Employees7
Clients0
DateSep 2023
Total AUM$368M
Discretionary$259.5M
Non-Disc.$108.6M
Employees7
Clients0
DateApr 2023
Total AUM$368M
Discretionary$259.5M
Non-Disc.$108.6M
Employees7
Clients0
DateJun 2022
Total AUM$305.4M
Discretionary$225.3M
Non-Disc.$80M
Employees7
Clients0
DateApr 2022
Total AUM$305.4M
Discretionary$225.3M
Non-Disc.$80M
Employees8
Clients0
DateApr 2021
Total AUM$259M
Discretionary$229.4M
Non-Disc.$29.6M
Employees7
Clients0
DateJan 2021
Total AUM$186.6M
Discretionary$122.1M
Non-Disc.$64.5M
Employees7
Clients38
DateAug 2020
Total AUM$186.6M
Discretionary$122.1M
Non-Disc.$64.5M
Employees7
Clients38
DateJun 2020
Total AUM$186.6M
Discretionary$122.1M
Non-Disc.$64.5M
Employees7
Clients38
DateApr 2020
Total AUM$186.6M
Discretionary$122.1M
Non-Disc.$64.5M
Employees7
Clients38
DateApr 2019
Total AUM$213.2M
Discretionary$160.9M
Non-Disc.$52.3M
Employees7
Clients38
DateApr 2018
Total AUM$186.6M
Discretionary$122.1M
Non-Disc.$64.5M
Employees7
Clients38
DateApr 2017
Total AUM$167.6M
Discretionary$102.8M
Non-Disc.$64.8M
Employees4
Clients700
DateApr 2016
Total AUM$140.3M
Discretionary$107.6M
Non-Disc.$32.6M
Employees3
Clients300
DateJul 2015
Total AUM$132.3M
Discretionary$108.9M
Non-Disc.$23.4M
Employees4
Clients300
DateNov 2003
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--
DateOct 2003
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--