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CRD: 298200
Endure Retirement LLC
SAN Antonio, TX, 78209
2105104222
$45.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
7 yrs Firm Age
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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
1600 NE Loop 410 Suite 217 SAN Antonio TX
About Endure Retirement LLC
Endure Retirement LLC is a SAN Antonio-based RIA. The firm has been operating for 7 years. Managing $45.1M in total assets under management, with 1 advisory representatives. They custody assets with ADP and American Funds. Services offered include Asset Management, Insurance.
Team overview
57 AVG AGE
$45.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Matrix Vector prime
Client Personas
Signal pathway
Investment Themes
Capital foundation
Investment Vehicles
Alpha element
Services
Unison Matrix
Owner & Executives
LORETTA NASIS HEFFRON
Chief Compliance Officer, Consultant, Managing Member, Managing Partner
- CRD
- #6057851
- Ownership
- 75% or more
(609) 301-8737
matrix.frontier@atlascapital.com
in linkedin.com/in/timber-foundation
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $45,062,402
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,577,608,665 | 100.0% |
| Total | $4,577,608,665 | 100.0% |