$25.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2016
- Office Locations
- 1
Office Locations
-- Fresno CA
About Endurance Investment Strategies, Inc.
Endurance Investment Strategies is a founder-led RIA in Fresno, CA serving middle-class families with retirement saving and income planning, investment management, and legacy planning. Portfolios are built primarily with ETFs and mutual funds, with client assets custodied at Charles Schwab.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$595.2K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Peak
Client Personas
Element glacier
Custodian
Delta bridge Pathway bridge
Investment Themes
Ember Prime insight Alpha
Investment Vehicles
Timber
Services
Crest momentum Value focus Radial Ridge momentum Pioneer Pathway insight Vertex Glacier crest Oak signal
Owner & Executives
M
MATTHEW DAVID WHITE
Chief Compliance Officer, Founder, President
- CRD
- #5324827
- Ownership
- 75% or more
(678) 467-1714
unison.frontier@pathwaycapital.com
in linkedin.com/in/frontier-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,000,000
Equity - Exchange:
29.0% Public Funds:
32.2% Cash:
8.5% U.S. Government/Agency:
30.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,161,416,643 | 29.0% |
| Public Funds | $2,399,917,790 | 32.2% |
| Cash | $633,518,671 | 8.5% |
| U.S. Government/Agency | $2,258,307,734 | 30.3% |
| Total | $7,453,160,838 | 100.0% |