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Building 2ENDURING WEALTH ADVISORS

Map pinTEMECULA, CA
Phone951-693-9900
NotebookSEC #801-127552
Total AUM
$122.8M
Employees
4
Clients
228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27555 YNEZ ROAD
SUITE 212
TEMECULA
CA 92591
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
951-693-9900

ReceiptFinancials

Total AUM
$122.8M
Accounts
451
Discretionary
$122.8M
Accounts
451
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
192
AUM
$59.6M
HNW Individual Clients
33
AUM
$62.6M
Corporation or Business Clients
3
AUM
$609.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALANHTX

HandshakeAffiliates

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

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