ENDURANCE WEALTH MANAGEMENT, INC.

PROVIDENCE, Rhode Island·3 registered advisors·CRD# 148129
SEC# 801-700771401-854-0993
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Other: 1 NON-DISCRETIONARY ACCOUNT
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ENDURANCE WEALTH MANAGEMENT, INC.

3 registered advisors
J Michael Costello
PROVIDENCE, Rhode Island
Karin Elizabeth Isherwood Coulter
PROVIDENCE, Rhode Island
Thomas Earle Gardner
PROVIDENCE, Rhode Island
05

Office Locations

PROVIDENCE, Rhode Island
3 advisors

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Data sourced from SEC Form ADV filings. ENDURANCE WEALTH MANAGEMENT, INC. (CRD# 148129) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.