ENDURANCE FINANCIAL PLANNING, LLC

ENDURANCE FINANCIAL PLANNING, LLC of MCALLEN, TX is an SEC-registered investment adviser (CRD 305583). Regulatory assets under management: $101.8M.

Registration

• CRD: 305583
• SEC file number: 801-136954
• Type: Registered investment adviser
• Location: 2400 N 10TH ST., SUITE B, MCALLEN, TX, 78501
• Phone: (956) 630 - 7231
• Latest filing: 2026-07-20
• Regulatory AUM: $101.8M
• Discretionary AUM: $101.5M
• Non-discretionary AUM: $267K
• Clients: 4
• Accounts: 1,364

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305583 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search