Endeavor Advisors LLC

RIASEC Registered

Total AUM

$114M

Discretionary

$114M

100% of AUM

Avg account

$269K

Accounts

426

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 309563
Website: endeavoradvisorsllc.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI50.15%
Individuals49.85%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Endeavor Advisors LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and positions itself as a capital allocator that sources third‑party managers in addition to managing client portfolios directly. Compensation is a mix of percentage-of-AUM fees and fixed fees. Endeavor also acts as an insurance broker and provides financial planning, portfolio management for individuals and small businesses, manager selection services, and educational seminars and workshops. The firm does not identify as an active ESG investor.