Endeavor Financial Advisors, LLC

RIASEC Registered
Total AUM
$79.2M
Discretionary
$79.2M
100% of AUM
Avg account
$283K
Accounts
280
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
173881
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI80.99%
  • Individuals18.05%
  • Charitable Organizations0.64%
  • Pension & Profit Sharing Plans0.31%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Endeavor Financial Advisors, LLC is an independent, individually owned RIA that serves primarily individual and family clients. The firm functions as a capital allocator and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Its business model combines fee-based services (percentage of AUM, hourly, and fixed fees) with insurance brokerage capabilities. Endeavor does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Exchange Traded Equities 3%, Private Funds 1%, Cash & Cash Equivalents 1%95%
  • Public Funds/Mutual Funds95%
  • Exchange Traded Equities3%
  • Private Funds1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Richard Douma

    Richard Douma

    Financial PlannerCRD 5616762

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth