THE ENTERPRISE INVESTMENT COMPANY
SEC RegisteredAt Pappas Financial, we uncomplicate people's lives
About the firm
Pappas Financial is an entrepreneurial firm specializing in advising and consulting on business succession, wealth transfer, group benefit, and investment strategies for affluent families and corporations. For over forty years, the firm has delivered high quality strategic plans, supporting products and services to accomplish clients' financial objectives. The firm is independently owned with national affiliations in the financial services industry.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Business succession planning, wealth transfer strategies, estate planning, wealth management, executive and employee benefit programs, and coordinated asset accumulation and preservation strategies. The firm recommends a business advisory team approach involving CPAs, lawyers, and financial planners.
Who they serve
High net worth individuals, closely held private businesses, public corporations, and affluent families served in Metropolitan Detroit.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 795 | $564M |
| Charitable Organizations | 46 | $43M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1-$1,000,000 | 1.25% |
| $1,000,001-$2,000,000 | 1.10% |
| $2,000,001-$3,000,000 | 0.95% |
| $3,000,001-$5,000,000 | 0.70% |
| $5,000,001-$10,000,000 | 0.50% |
| $10,000,000 and above | 0.25% |
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE ENTERPRISE INVESTMENT COMPANY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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