CRD: 287615
Endeavor Financial Planning
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-14-2017
- Office Locations
- 1
Office Locations
About Endeavor Financial Planning
Endeavor Financial Planning is a Sacramento-based, founder-led RIA providing comprehensive financial planning and ongoing investment management for individuals, including pre-retirees. Portfolios are built around empirical research and tailored risk profiles, emphasizing global diversification, tax efficiency, and low-cost funds/ETFs. Planning work includes retirement income projections, Social Security strategy, and reviews of insurance and estate planning to help protect and preserve wealth.
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAIGE DETER FARRELL
Financial Advisor, FOUNDER, General Partner
- CRD
- #6472184
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,230,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,230,012 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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