ENDURE RETIREMENT LLC

RIASEC Registered
Total AUM
$45.1M
Discretionary
$0
0% of AUM
Avg account
$1.3M
Accounts
34
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
298200
Custodians
JOHN HANCOCK DISTRIBUTORS LLC, ADP BROKER-DEALER, INC., CAPITAL CLIENT GROUP, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans83.32%
  • Individuals8.67%
  • HNWI8.01%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Endure Retirement LLC is a small, fee-based advisory firm focused on retirement and wealth management for individuals, families and select institutional clients. Their ADV identifies core services as portfolio management for individuals and small businesses, pension plan consulting, adviser selection and educational workshops. Investment activity centers on managed public funds and mutual fund strategies, with allocations overseen on a largely non-discretionary basis. Compensation mixes AUM-based fees with hourly and fixed-fee arrangements, allowing flexibility for one-off consulting engagements alongside ongoing account management. The firm positions itself as a capital allocator that uses outside managers and pooled vehicles rather than heavy direct-security trading. That orientation supports work with retirement-plan assets and outsourced manager selection — activities consistent with offering pension consulting and adviser-selection services. ESG is not flagged as an active investment focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • LORETTA HEFFRON

    Managing PartnerCRD 6057851

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

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
1600 NE Loop 410
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth