|
⚲
|
| Keyboard |
| Endurance Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 305583 |
| SEC # | 801-136954 |
| CIK # | |
| AUM | 101.8 M (2026-06-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 956-630-7231 |
| Address | 2400 N 10th St Mcallen, TX 78501 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 566 | 64.9 |
| (b) Individuals (high net worth individuals) | 22 | 36.5 |
| (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 | 2 | 0.3 |
| (h) Charitable organizations | 1 | 0.0 |
| (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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,364 | 101.8 |
| By Discretionary | ||
| Discretionary | 1,337 | 101.5 |
| Non-Discretionary | 27 | 0.3 |
| Total | 1,364 | 101.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 101.5 | |
| Total | 1,364 | 101.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Needham R B Advisory Corp
✚
|
MA | 102.4 M |
|
Capstone Wealth Advisors LLC
✚
|
OR | 102.4 M |
|
Domestique Capital LLC
✚
|
102.4 M | |
|
BHC Wealth Management LLC
✚
|
CO | 102.2 M |
|
Sanctuary Financial Planning LLC
✚
|
102.2 M | |
|
Wynn Capital Management LLC
✚
|
CA | 102.0 M |
|
Sound Legacy Wealth Advisors LLC
✚
|
102.0 M | |
|
Wells Global Investment Advisers LLC
✚
|
FL | 101.3 M |
|
Rock Creek Wealth Management LLC
✚
|
OR | 101.1 M |
|
FC Wealth Solutions LLC
✚
|
OH | 101.0 M |