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THE ENTERPRISE INVESTMENT COMPANY

FARMINGTON HILLS, MI · CRD 116889 · IAPD ↗ · pappasfinancial.com · 248-539-8282

$607.1MRegulatory AUM
7Advisory reps
7Employees
0Clients
More than 500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
May 2026 — THE ENTERPRISE INVESTMENT COMPANY reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
May 2026 — THE ENTERPRISE INVESTMENT COMPANY crossed $500M in regulatory AUM ($479.6M -> $607.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.