Enterprise Equities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Columbia, Maryland
CRD number
27394
Registered since
November 2, 1990

Firm profile

FINTRX

Overview

Enterprise Equities, Inc. is organized as a corporation with ownership tied to a domestic entity and an individual. The firm’s public profile in the source data is sparse: it is classified as unclassified and is not identified as a capital allocator. The firm is not flagged as an active ESG investor, is not a multi-state adviser, is not newly formed, and does not list itself as a pension consultant or a related adviser. The firm did not supply details on its client types, fee schedules, or the specific advisory and business activities it conducts.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • Adam Anker

    Adam Anker

    Compliance DirectorCRD 5024956

  • Allan Bach

    Director, Investor RelationsCRD 4894307

  • Anna Zelinsky

    Anna Zelinsky

    VP, Investor RelationsCRD 5088993

Unlock 9 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Columbia, MD

Howard

Location

Columbia, MD

Headquartered in Columbia, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Howard
Address
70 Corporate Ctr Broken Land Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth