ENDEAVOR FINANCIAL PLANNING

ENDEAVOR FINANCIAL PLANNING of SACRAMENTO, CA is an SEC-registered investment adviser (CRD 287615). Regulatory assets under management: $53.2M.

Registration

• CRD: 287615
• Type: Registered investment adviser
• Location: 333 UNIVERSITY AVE. SUITE 200, SACRAMENTO, CA, 95825
• Phone: 916-333-5760
• Latest filing: 2026-07-01
• Regulatory AUM: $53.2M
• Discretionary AUM: $53.2M
• Clients: 1
• Accounts: 162

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287615 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search