Overview
Assets Under Management: $1.0 billion
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 521
Average Client Assets: $1.4 million
Frequently Asked Questions
ENDURANCE WEALTH MANAGEMENT, INC. 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 #148129), ENDURANCE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ENDURANCE WEALTH MANAGEMENT, INC. is headquartered in PROVIDENCE, RI.
ENDURANCE WEALTH MANAGEMENT, INC. serves 521 high-net-worth clients according to their SEC filing dated April 24, 2023. View client details ↓
According to their SEC Form ADV, ENDURANCE WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ENDURANCE WEALTH MANAGEMENT, INC. manages $1.0 billion in client assets according to their SEC filing dated April 24, 2023.
According to their SEC Form ADV, ENDURANCE WEALTH MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 521
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.77%
Average Client Assets: $1.4 million
Total Client Accounts: 778
Discretionary Accounts: 777
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 148129
Filing ID: 1755376
Last Filing Date: 2023-04-24 13:39:00