Updated:
Endurance Financial Planning, LLC
Endurance Financial Planning, LLC is an SEC-registered investment adviser in McAllen, TX. The firm manages approximately $101 million in regulatory assets.
Overview
Endurance Financial Planning, LLC is an SEC-registered investment adviser in McAllen, TX. The firm manages approximately $101 million in regulatory assets. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Endurance Financial Planning, LLC?
The firm's investment committee is not publicly disclosed. As an RIA, it is legally required to have a chief compliance officer and to manage client assets under a fiduciary standard, but individual names are not available in public records.
Does Endurance Financial Planning participate in direct private investments or fund commitments?
No public record exists of direct private equity, venture capital, or fund commitments by the firm. Its disclosed activities are limited to financial planning and traditional asset management for clients.
Which sectors does Endurance Financial Planning avoid?
The firm does not publicly disclose any negative screens or exclusionary criteria. Without such disclosures, sector preferences cannot be confirmed.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Endurance Financial Planning, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.