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⚲
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| Endurance Wealth Management Inc
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|
|
|---|---|
| CRD # | 148129 |
| SEC # | 801-70077 |
| CIK # | 0001476225 |
| AUM | $1.0 BB (2023-03-27) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 401-854-0993 |
| Address | 101 Dyer Street 4th Floor Providence, RI 02903-7104 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| QCOM | 147,392.0 | 0.0 | |
| MTD | 25,646.2 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| TMO | 209,733.6 | 0.0 | |
| KMI | 39,000.5 | 0.0 | |
| OLED | 5,200.2 | 0.0 | |
| HD | 277,648.0 | 0.0 | |
| DHR | 183,136.1 | 0.0 | |
| EW | 58,898.5 | 0.0 | |
| PWR | 17,834.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001476225] |
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