Overview
Assets Under Management: $192 million
Headquarters: PEPPER PIKE, OH
High-Net-Worth Clients: 83
Average Client Assets: $2 million
Frequently Asked Questions
ENDEAVOR WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305348), ENDEAVOR WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
ENDEAVOR WEALTH ADVISORS, LLC is headquartered in PEPPER PIKE, OH.
ENDEAVOR WEALTH ADVISORS, LLC serves 83 high-net-worth clients according to their SEC filing dated March 05, 2024. View client details ↓
According to their SEC Form ADV, ENDEAVOR WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
ENDEAVOR WEALTH ADVISORS, LLC manages $192 million in client assets according to their SEC filing dated March 05, 2024.
According to their SEC Form ADV, ENDEAVOR WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 467
Discretionary Accounts: 463
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 305348
Last Filing Date: 2024-03-05 00:00:00
Website: https://endeavorwa.com