Endeavor Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 173881
- Website
- www.efaplan.com
- 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
FINTRXOverview
Endeavor Financial Advisors, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company that serves primarily individual and family clients. The firm functions as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third-party advisers. Its fee arrangements include asset-based fees, hourly billing, and fixed fees. The firm also operates as an insurance broker. Endeavor is not positioned as an ESG-focused manager and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- Private Funds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Richard Douma
Financial PlannerCRD 5616762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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