Unclaimed Profile

Adam John Offerman

THE ENTERPRISE INVESTMENT COMPANY·FARMINGTON HILLS, Michigan

SIE, Series 6, Series 7, Series 63, Series 66Clean recordTHE ENTERPRISE INVESTMENT COMPANY

30301 NORTHWESTERN HIGHWAY, FARMINGTON HILLS, MI 48334CRD# 5641186Firm CRD# 116889

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam John Offerman · FARMINGTON HILLS, MI

Registration

CRD #5641186 · THE ENTERPRISE INVESTMENT COMPANY

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE ENTERPRISE INVESTMENT COMPANY

CRD 116889 · SEC 801-103471

AUM

$433M

Regulatory assets under management

Employees

413 client accounts

Services offered by THE ENTERPRISE INVESTMENT COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE ENTERPRISE INVESTMENT COMPANY →

Introduction

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Frequently Asked Questions

What services does Adam John Offerman offer?

Adam John Offerman specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON HILLS, Michigan for a consultation.

What are Adam John Offerman's credentials?

Adam John Offerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam John Offerman located?

Adam John Offerman is based in FARMINGTON HILLS, Michigan, working with THE ENTERPRISE INVESTMENT COMPANY. Their office serves clients in the FARMINGTON HILLS metropolitan area and surrounding communities.

How does Adam John Offerman charge for services?

Adam John Offerman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE ENTERPRISE INVESTMENT COMPANY?

THE ENTERPRISE INVESTMENT COMPANY has approximately 7 employees and manages $433M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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