Enterprise Capital Management, Inc. is a large advisory firm based in Atlanta. It manages $63.05 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.
Enterprise Capital Management provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Enterprise Capital Management, Inc. is $63.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Enterprise Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Victor Ugolyn has been acting as President since 1 May 1991. Patricia Louie joined the executive team most recently as the Chief Legal Officer.
The principal office where Enterprise Capital Management, Inc. performs its advisory services is located at 3343 Peachtree Rd. N.E., Ste 450, Atlanta, GA 30326 1022, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 404-261-1116 or by fax 404-266-8697. The normal business hours are 8:30am - 5:30pm on Monday - Friday.