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Karin Elizabeth Isherwood Coulter

ENDURANCE WEALTH MANAGEMENT, INC.·PROVIDENCE, Rhode Island
Unclaimed Profile
101 DYER STREET 4TH FLOOR, PROVIDENCE, RI 02903-7104CRD# 2685649Firm CRD# 148129
01

About

Karin Elizabeth Isherwood Coulter is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with ENDURANCE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ENDURANCE WEALTH MANAGEMENT, INC.
ENDURANCE WEALTH MANAGEMENT, INC.
AUM
$1.0B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ENDURANCE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Other: 1 NON-DISCRETIONARY ACCOUNT
Regulatory
SEC/IARD CRD# 2685649
Firm CRD# 148129
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karin Elizabeth Isherwood Coulter offer?
Karin Elizabeth Isherwood Coulter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Karin Elizabeth Isherwood Coulter's credentials?
Karin Elizabeth Isherwood Coulter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karin Elizabeth Isherwood Coulter located?
Karin Elizabeth Isherwood Coulter is based in PROVIDENCE, Rhode Island, working with ENDURANCE WEALTH MANAGEMENT, INC.. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Karin Elizabeth Isherwood Coulter charge for services?
Karin Elizabeth Isherwood Coulter's firm is compensated through percentage of aum, other: 1 non-discretionary account. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENDURANCE WEALTH MANAGEMENT, INC.?
ENDURANCE WEALTH MANAGEMENT, INC. has approximately 9 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ENDURANCE WEALTH MANAGEMENT, INC.

J Michael Costello
PROVIDENCE, RI
Thomas Earle Gardner
PROVIDENCE, RI

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