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Endurance Financial Planning, LLC
Endurance Financial Planning, LLC is an RIA providing financial planning and asset management services, with public records limited to its registered...
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. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
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Corporate office
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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.
Is Endurance Financial Planning structured as a single family office or a registered advisor?
The firm is registered as an RIA under SEC or state regulation, indicating it serves multiple clients, not exclusively a single family. Its name and structure align with a financial planning practice for a broader client base.
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.
What investment stages does Endurance Financial Planning typically target?
Public information does not specify target stages. As a planning-focused RIA, the firm likely focuses on conventional asset allocation across publicly traded securities rather than stage-specific private company investing.
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.
How does Endurance Financial Planning source its clients?
Client sourcing is not publicly detailed. RIAs of this size typically rely on referrals, local networking, and online presence. No proprietary sourcing model has been identified.
Where does the underlying wealth come from for Endurance Financial Planning's clients?
The firm's client wealth origins are not disclosed. As a multi-client advisor, each client's wealth source is private and not aggregated in public filings reviewed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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