Endurance Wealth Management, Inc
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Overview
Endurance Wealth Management, Inc is an advisory firm that has its headquarters in Providence, Rhode Island. It administers $1.0 billion in assets under management throughout 778 client accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). Endurance Wealth Management, Inc has a small group, including 6 financial advisors. Endurance Wealth Management, Inc is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as bonds, stocks and options.
Endurance Wealth Management, Inc oversees more than half of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction choices without needing to seek the client's authorization. Endurance Wealth Management, Inc also oversees one non-discretionary accounts totaling $116.5 million in assets. The advisory firm's average account size is $1.3 million. The typical financial advisor at Endurance Wealth Management, Inc oversees about 130 client accounts.
The company's headquarters is at 101 Dyer Street 4Th Floor, Providence, Rhode Island 02903-7104. Endurance Wealth Management, Inc is legally registered to provide services to customers across 17 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Endurance Wealth Management, Inc by the Numbers
$1.0 billion
9
778
$1.3 million
Products and Services
Endurance Wealth Management, Inc provides multiple financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. In the prior financial year, the company provided financial planning services to 11-25 of its accounts. It does not sell products or offer services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types charged by the company can be comprised of any blend of the following fee structures: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Endurance Wealth Management, Inc.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Endurance Wealth Management, Inc manages money for a number of different clients. Endurance Wealth Management, Inc caters to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 778 accounts, Endurance Wealth Management, Inc's largest client by number of accounts is high net worth investors, but it also serves 521 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 67.05%
- Other Individuals - 28.96%
- Corporations - 3.73%
- Charitable Organizations - 0.26%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Endurance Wealth Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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