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Gil J Feldman

Investment adviser representative at The Enterprise Investment Company
21 yearsExperience
1 stateRegistered in
$607.1MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. The Enterprise Investment CompanyMay 2010 to now
  2. The Enterprise Securities CompanyJul 2005 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 1 state (MI).

The Enterprise Investment Company

$607.1MAssets managed
841Clients
2Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3161075
Firm CRD
116889
Advisor's SEC record (opens in a new tab)
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