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- Custodian
- ADP · American Funds · John Hancock
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-17-2018
- Office Locations
- 1
Office Locations
About Endure Retirement LLC
Endure Retirement LLC is a SAN Antonio-based RIA. The firm has been operating for 8 years. Managing $45.1M in total assets under management, with 1 advisory representatives. They custody assets with ADP and American Funds.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
LORETTA NASIS HEFFRON
Chief Compliance Officer, Consultant, Managing Member, Managing Partner
- CRD
- #6057851
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $45,062,402 | -- |
| Total | $45,062,402 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Endure Retirement LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.