$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-08-2009
- Office Locations
- 1
Office Locations
-- Morristown NJ
About Enduring Investments LLC
Enduring Investments LLC is a Morristown-based RIA. The firm has been operating for 16 years. Managing $5.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Insurance, Portfolio Construction.
Team overview
55 AVG AGE
$5.1M AVG AUM / ADVISOR
$342.6K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Insight insight Frontier
Investment Themes
Harbor Harbor
Investment Vehicles
Alpha fusion
Services
Eagle Vertex
Owner & Executives
MICHAEL JAMES ASHTON
Chief Compliance Officer, Managing Member
- CRD
- #2389751
- Ownership
- 75% or more
(666) 793-5792
peak.value@legacycapital.com
in linkedin.com/in/pathway-catalyst
J
JOHN VINCENT NASH
Principal
- CRD
- --
- Ownership
- 10% but less than 25%
(960) 444-2702
focus.legacy@capitalcapital.com
in linkedin.com/in/signal-matrix
Z
Zenith crest
Optima wave ridge
- CRD
- #55957
- Ownership
- 16.1%
(685) 776-2484
alpha.pioneer@pioneercapital.com
in linkedin.com/in/alpha-summit
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,138,958 | $1,031,111 |
| Non-Discretionary | $0 | -- |
| Total | $5,138,958 | $1,031,111 |
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Separately Managed Accounts
Total SMA Asset: $3,503,960
Public Funds:
68.2% Equity - Exchange:
18.3% Cash:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,469,950,785 | 68.2% |
| Equity - Exchange | $394,429,609 | 18.3% |
| Cash | $290,972,663 | 13.5% |
| Total | $2,155,353,057 | 100.0% |