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Building 2ENDEAVOR WEALTH ADVISORS, LLC

Map pinPEPPER PIKE, OH
Phone216-373-0808
NotebookSEC #801-122214
Total AUM
$252.8M
Employees
3
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29525 CHAGRIN BLVD.
SUITE 300
PEPPER PIKE
OH 44122
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
216-373-0808

ReceiptFinancials

Total AUM
$252.8M
Accounts
577
Discretionary
$250.8M
Accounts
575
Non-Discretionary
$2M
Accounts
2

ContactClients

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Individual Clients
96
AUM
$36.8M
HNW Individual Clients
75
AUM
$212.8M
Pension/Profit Sharing Plan Clients
1
AUM
$405K
Charitable Organization Clients
3
AUM
$2.7M
Corporation or Business Clients
2
AUM
$81.6K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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