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ENDEAVOR WEALTH ADVISORS, LLC

29525 Chagrin Blvd.
Suite 300
Pepper Pike, Ohio 44122
Tel: 216-373-0808

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About ENDEAVOR WEALTH ADVISORS, LLC

ENDEAVOR WEALTH ADVISORS, LLC, formally registered with the SEC as ENDEAVOR WEALTH ADVISORS, LLC. The firm was established in 08/27/2021. They have over 1 offices throughout the country.

ENDEAVOR WEALTH ADVISORS, LLC is a Pepper Pike, Ohio based Financial Planning firm with nearly $192,445,605 assets under management, offering retirement planning & investment advisory services to 467 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305348
SEC#801-122214
Assets Managed by Firm$192,445,605
No. of Clients467
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total467$192,445,605
Individuals (other than high net worth individuals)76$19,416,129
High net worth individuals69$169,206,507
Pension and profit sharing plans2$1,691,342
Charitable organizations3$1,801,190
Corporations or other businesses2$330,437

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