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CAPITAL ENDURANCE GROUP, INC
5755 North Point Parkway
Suite 246
Alpharetta, Georgia 30022
Tel: 470-375-6663
About CAPITAL ENDURANCE GROUP, INC
CAPITAL ENDURANCE GROUP, INC, formally registered with the SEC as CAPITAL ENDURANCE GROUP, INC. The firm was established in 07/12/2021. They have over 2 offices throughout the country.
CAPITAL ENDURANCE GROUP, INC is a Alpharetta, Georgia based Financial Planning firm with nearly $127,123,300 assets under management, offering retirement planning & investment advisory services to 306 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284793 |
| SEC# | 801-121743 |
| Assets Managed by Firm | $127,123,300 |
| No. of Clients | 306 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 306 | $127,123,300 |
| Individuals (other than high net worth individuals) | 39 | $30,022,509 |
| High net worth individuals | 28 | $97,100,791 |
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|---|---|---|---|
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