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ENDURANCE FINANCIAL PLANNING, LLC
CRD 305583
2400 N 10TH ST., SUITE B, MCALLEN, TX, 78501, United States
Phone
(956) 630 - 7231
Fax
(956) 630 - 7231
Registration
— (—)
Source
State registered
Total AUM
$101.2M
Discretionary AUM
$101.2M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 670 | $62.9M |
| High net worth individuals | 38 | $37.9M |
| Pension/profit sharing plans | 2 | $263K |
| Charitable organizations | 1 | $28K |
| Corporations/business entities | 5 | $2 |
All web addresses on file
- https://bnihouston.com/en- US/memberdetails?encryptedMemberId=tn%2Fw3VurTEPFUIA559XAfw%3D%3D& name=Timothy+Fleming
- http://www.facebook.com/sgarciaphd
- https://www.facebook.com/timothyflemingfinancialadvisor
- https://www.facebook.com/joseacadenafinancialplanner
- http://www.napfa.org/member/30518/21693
- http://www.feeonlynetwork.com/financial-advisor/rosa-ybarra/
- http://www.letsmakeaplan.org/find-a-cfp-professional/certified- professional-profile/143fd579-77dd-47b6-ae1a-aac2b57803c0
- http://www.napfa.org/member/113952/21693
- http://www.feeonlynetwork.com/financial-advisor/jose-antonio- cadena/
- https://www.letsmakeaplan.org/find-a-cfp-professional/certified- professional-profile/d9f3d026-6a2b-4cb3-b5d4-ab1d35ecb591
- https://www.facebook.com/endurancefin
- https://www.endurancefin.com
Official SEC filing: View on IAPD