Endeavor Private Wealth, Inc.
Firm details
- Headquarters
- Topeka, Kansas
- CRD number
- 313053
- Registered since
- April 5, 2021
- Website
- www.endeavorpw.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.57%
- Individuals21.68%
- Charitable Organizations3.03%
- Corporations / Businesses1.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Endeavor Private Wealth, Inc. is an independent, privately owned registered investment adviser that registered with the SEC in 2021. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports an affiliation with an insurance company.
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 Funds69%
- Exchange Traded Equities21%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 180Active vs passive
$425M in ETFs
48%
$203M
43%
$222M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $27.5M | 35,919 | 6.48% |
Location
Topeka, KS
Shawnee
Location
Topeka, KS
Headquartered in Topeka, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- Shawnee
- Address
- 2951 Sw Woodside Dr
- Time zone
- CT (UTC-6)
- Office locations
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