No longer SEC-registered. Endurance Financial Planning, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$101.8M
Employees
4
Accounts
1,364
Location
McAllen, TX
Endurance Financial Planning, LLC assets under management
Endurance Financial Planning, LLC is a registered investment adviser overseen by the SEC based in McAllen, TX. It reports $101.8 million in regulatory assets under management and employs 4 people.
Where is Endurance Financial Planning, LLC located?
Endurance Financial Planning, LLC is based in McAllen, TX.
Does Endurance Financial Planning, LLC disclose fund performance?
Endurance Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.