Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > temecula > ENDURING WEALTH ADVISORS
ENDURING WEALTH ADVISORS
27555 Ynez Road
Suite 212
Temecula, California 92591
Tel: 951-693-9900
About ENDURING WEALTH ADVISORS
ENDURING WEALTH ADVISORS, formally registered with the SEC as ENDURING WEALTH ADVISORS. The firm was established in 03/30/2023. They have over 1 offices throughout the country.
ENDURING WEALTH ADVISORS is a Temecula, California based Financial Planning firm with nearly $102,786,940 assets under management, offering retirement planning & investment advisory services to 410 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323320 |
| SEC# | 801-127552 |
| Assets Managed by Firm | $102,786,940 |
| No. of Clients | 410 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 410 | $102,786,940 |
| Individuals (other than high net worth individuals) | 255 | $58,617,651 |
| High net worth individuals | 25 | $42,900,829 |
| Corporations or other businesses | 3 | $1,268,460 |
More Retirement Planning firms in Temecula, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Temecula, California