Endeavor Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 173881
- Website
- www.efaplan.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.99%
- Individuals18.05%
- Charitable Organizations0.64%
- Pension & Profit Sharing Plans0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Endeavor Financial Advisors, LLC is an independent, individually owned RIA that serves primarily individual and family clients. The firm functions as a capital allocator and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Its business model combines fee-based services (percentage of AUM, hourly, and fixed fees) with insurance brokerage capabilities. Endeavor does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- Private Funds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Richard Douma
Financial PlannerCRD 5616762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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