$18.1M Total AUM
$18.1M Disc. AUM
-- 3Y CAGR
2 Employees
21 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-03-2021
- Office Locations
- 1
Office Locations
3475 Willow Lake Blvd Suite 400 St. Paul MN
About Endurance Financial Group
Endurance Financial Group is a St. Paul, MN RIA providing in-person and virtual, ongoing lifestyle financial planning and portfolio construction. The team helps clients align spending, saving, and investing with life goals, emphasizing clear plans and disciplined decisions over market noise. Portfolios commonly use public funds and ETFs, with custody through Charles Schwab.
Team overview
45 AVG AGE
$9.1M AVG AUM / ADVISOR
$863.6K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
BRIAN KEITH PETERSON
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #5592320
- Ownership
- 75% or more
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S
Samuel Anthony Emmer
--
- CRD
- #7994517
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,134,695 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,134,695 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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