ENDEAVOR PRIVATE WEALTH, INC.
Firm details
- Headquarters
- TOPEKA, Kansas
- CRD number
- 313053
- Registered since
- April 5, 2021
- Website
- www.endeavorpw.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.57%
- Individuals21.68%
- Charitable Organizations3.03%
- Corporations / Businesses1.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Endeavor Private Wealth, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. The firm serves both individuals/families and institutional clients and acts as a capital allocator, employing outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of other advisers. The firm charges for services via a combination of percentage-of-AUM fees, hourly rates, and fixed fees. Endeavor does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds69%
- Exchange Traded Equities21%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1HEIDI MARK
Chief Compliance OfficerCRD 4790248
Contacts
3 of 9CHRIS MCGEE
Managing PartnerCRD 2835275
Soren Knapic
Client AssociateCRD 8065519
TRAVIS TOM
Financial AdvisorCRD 4762216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 176Active vs passive
$366M in ETFs
52%
$191M
42%
$175M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15.2M | 23,252 | 4.15% |
Location
TOPEKA, KS
SHAWNEE
Location
TOPEKA, KS
Headquartered in TOPEKA, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- SHAWNEE
- Address
- 2951 SW Woodside Dr
- Time zone
- CT (UTC-6)
- Office locations
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