ENDURE RETIREMENT LLC
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
FINTRXOverview
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
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 Funds100%
Contacts
1 of 1LORETTA HEFFRON
Managing PartnerCRD 6057851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
PIVOT INVESTMENT PLANNING, LLC
RIASAN ANTONIO, TX
COMPOSEDPRO, INC.
RIASAN ANTONIO, TX
MARK MUECKE CAPITAL MANAGEMENT, LLC
RIASAN ANTONIO, TX
SOUTHWESTERN MONEY MANAGEMENT LLC
RIASAN ANTONIO, TX
KAPELA
RIASAN ANTONIO, TX
GUNN & CO ASSET MANAGEMENT INC
RIASAN ANTONIO, TX