Pappas Financial (The Enterprise Investment Company)

EST. AUM
$607,092,382

CONTACTS
1

CLIENT ACCOUNTS
1,106

Firm Details

Metro area Detroit
CRD Number 116889
Website pappasfinancial.com
Client types

Overview

Pappas Financial, operating as the dba of The Enterprise Investment Company, is an independent advisory firm based in Farmington Hills. The firm specializes in providing strategic financial planning and consulting services to affluent families, high-net-worth individuals, closely held private businesses, and public corporations. Their services encompass business succession planning, estate and wealth transfer strategies, group benefits, and wealth management solutions. The firm's investment philosophy includes a core to satellite methodology, aiming to deliver diversified portfolios that offer consistency and resilience during market fluctuations. Additionally, Pappas Financial collaborates with national organizations like M Financial and United Benefit Advisors, enhancing their ability to offer a broad range of resources and solutions while maintaining personalized attention to clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Pappas Financial (The Enterprise Investment Company)

Platform Details

Investment Preferences

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Address

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