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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-10-2022
- Office Locations
- 1
Office Locations
About Endurance Financial LLC
Endurance Financial LLC is a Cary, NC RIA providing financial planning and asset management for individuals and business owners, with additional support for tax and estate planning, retirement plans, insurance, and business succession. Portfolios are implemented primarily with public funds and ETFs. The firm custodies with Charles Schwab and uses tools like eMoney and Nitrogen (Riskalyze) in its planning and risk process.
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
CHARLES VINCENT WEST
Chief Compliance Officer, Managing Member, Senior Consultant
- CRD
- #4432551
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,702,301 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,702,301 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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