Endurance Financial Planning, LLC
CRD 305583SEC# 801-136954McAllen, TX
No longer SEC-registered. Endurance Financial Planning, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$101.8M
Employees
4
Accounts
1,364
Location
McAllen, TX
Endurance Financial Planning, LLC assets under management
Endurance Financial Planning, LLC is a registered investment adviser overseen by the SEC based in McAllen, TX. It reports $101.8 million in regulatory assets under management and employs 4 people.
Endurance Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rosa Helena Ybarra Control | Member/Manager | 50-75% | 2019 |
| Sergio Garcia Control | Managing Member And Cco | 50-75% | 2019 |
Frequently asked questions
How much does Endurance Financial Planning, LLC manage?
Endurance Financial Planning, LLC reports $101.8 million in regulatory assets under management on its Form ADV.
How many employees does Endurance Financial Planning, LLC have?
Endurance Financial Planning, LLC reports 4 employees.
Where is Endurance Financial Planning, LLC located?
Endurance Financial Planning, LLC is based in McAllen, TX.
Does Endurance Financial Planning, LLC disclose fund performance?
Endurance Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2400 N 10th St., Suite B, McAllen, TX 78501 |
| Office hours | 9a.m.-5p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$101.8Mregulatory AUM
Discretionary $101.5MNon-discretionary $267K