This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember fusionRidge +more
- Established Date
- 07-29-2020
- Office Locations
- 2
Office Locations
About Endeavor Advisors LLC
Endeavor Advisors is a fiduciary, retirement-focused firm led by CFP professionals providing comprehensive financial planning (tax, debt, insurance, estate and college savings) plus retirement income and tax-efficient withdrawal strategies, including Roth conversion analysis. Their investment management is evidence-based and market-focused, emphasizing diversification, discipline, and minimizing taxes and expenses, with access to Dimensional Funds (DFA).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES HONG LUONG
Advisor
- CRD
- #6928887
- Ownership
- 75% or more
Ajay Jitendra Vadukul
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #6700617
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Lucas Todd Barnard
--
- CRD
- #7483823
Quang N Pham
--
- CRD
- #8200841
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,500,000 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $42,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $42,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,319,768,587 | 17.5% |
| U.S. Government/Agency | $1,870,300,626 | 24.8% |
| Equity - Exchange | $1,168,937,891 | 15.5% |
| Municipal Bonds | $1,538,473,096 | 20.4% |
| Cash | $1,644,054,583 | 21.8% |
| Total | $7,541,534,783 | 100.0% |