Endurance Wealth Management is an investment advisor in Providence with $1.03 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
263105420
SEC advisor number
801-70077
FINRA CRD number
148129
AUM ?
$1.03 bn
(as of 24 Apr 23)
Accounts
778
(as of 24 Apr 23)
Employees
9
(6 investment advisory or research)
Address
Endurance Wealth Management
101 DYER STREET 4TH FLOOR
PROVIDENCE
RI 02903
101 DYER STREET 4TH FLOOR
PROVIDENCE
RI 02903
Office hours
Monday - Friday, 8:30-5:00
Phone
401-85400993
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Costello, J, Michael | President | 06/2008 | > 75% |
Corsi, JR., Peter James | Vice President | 12/2010 | < 5% |
Clarke, Donald Jerome | Treasurer | 12/2010 | < 5% |
Coulter, Karin, Elizabeth Isherwood | Chief Compliance Officer | 01/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21
13F-HR
Quarterly holdings report by institutional manager
4 Aug 21
13F-HR
Quarterly holdings report by institutional manager
5 May 21