Endurance Wealth Management Inc
- Assets, Funds, Holdings
| Endurance Wealth Management Inc
|
|---|
| CRD # | 148129 |
| SEC # | 801-70077 |
| CIK # | 0001476225 |
| AUM |
|
| Employees |
9 (67% Investors, 0% Brokers)
|
| Phone | 401-854-0993 |
| Address | 101 Dyer Street 4th Floor
Providence, RI 02903-7104 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($MM)
|
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
225
|
35.3 |
| (b) Individuals (high net worth individuals) |
521
|
738.5 |
| (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 |
6 |
19.1 |
| (h) Charitable organizations |
2 |
7.0 |
| (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 |
23 |
229.2 |
| (n) Other |
0 |
0.0 |
| Total |
778 |
1,029.1 |
| By Discretionary |
| Discretionary |
777 |
912.6 |
| Non-Discretionary |
1 |
116.5 |
| Total |
778 |
1,029.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,029.1 |
| Total |
778 |
1,029.1 |
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