Endurance Investment Strategies, Inc.

RIAState Registered
Total AUM
$25M
Discretionary
$20M
80% of AUM
Avg account
$250K
Accounts
100
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
269867
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals52%
  • HNWI48%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Endurance Investment Strategies, Inc. is a California-registered, independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Endurance describes itself as a capital allocator and charges clients through a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Its operations appear focused on serving a concentrated, private-client base rather than institutional pension or multi-state wholesale channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 35%, US Government Bonds 3%, Cash & Cash Equivalents 3%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds35%
  • US Government Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth