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Building 2ENDURANCE WEALTH MANAGEMENT, INC.

Map pinPROVIDENCE, RI
Phone401-854-0993
NotebookSEC #801-70077
Total AUM
$1B
Employees
9
Clients
777

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 DYER STREET 4TH FLOOR
PROVIDENCE
RI 02903-7104
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
401-854-0993
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
778
Discretionary
$912.6M
Accounts
777
Non-Discretionary
$116.5M
Accounts
1

ContactClients

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Individual Clients
225
AUM
$35.3M
HNW Individual Clients
521
AUM
$738.5M
Pension/Profit Sharing Plan Clients
6
AUM
$19.1M
Charitable Organization Clients
2
AUM
$7M
Corporation or Business Clients
23
AUM
$229.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
1 NON-DISCRETIONARY ACCOUNT

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILMAMDMEMIMTNHNJNYPARITXVA

HandshakeAffiliates

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

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