|
⚲
|
| Endeavor Private Wealth Inc
✚
| |
|---|---|
| CRD # | 313053 |
| SEC # | 801-120702 |
| CIK # | |
| AUM | $304.3 MM (2024-06-12) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 785-329-2510 |
| Address | Townsite Plaza 3, 120 SE 6th Ave Topeka, KS 66603 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 90.1 |
| (b) Individuals (high net worth individuals) | 78 | 198.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 14.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,568 | 304.3 |
| By Discretionary | ||
| Discretionary | 1,053 | 233.3 |
| Non-Discretionary | 515 | 71.0 |
| Total | 1,568 | 304.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.3 | |
| Total | 1,568 | 304.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tumwater Wealth Management LLC
✚
|
ID | 0.3 |
|
Wealth Navigation LLC
✚
|
UT | 0.3 |
|
Innealta Capital LLC
✚
|
TX | 0.3 |
|
Legacy Wealth Management LLC
✚
|
ID | 0.3 |
|
Sharp Wealth Advisory LLC
✚
|
PA | 0.3 |
|
Cox Capital Management LLC
✚
|
MA | 0.3 |
|
Guardian Investment Management LLC
✚
|
CA | 0.3 |
|
Cannon Capital Management Inc
✚
|
UT | 0.3 |
|
Rooney Capital Management Inc
✚
|
FL | 0.3 |
|
Wealthpoint Advisors LLC
✚
|
IN | 0.3 |