ENDEAVOR WEALTH ADVISORS, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$159.5M
Peer Group AUM Range
$151.5M - $167.4M
Sample Size
475
Firm Age (Years)
PEER GROUP AVERAGE
8
Structure
PEER GROUP AVERAGE
Limited Liability Company (309 firms)
Discretionary Accounts
PEER GROUP AVERAGE
397
Discretionary AUM
PEER GROUP AVERAGE
$140.1M
Non-Discretionary Accounts
PEER GROUP AVERAGE
48
Non-Discretionary AUM
PEER GROUP AVERAGE
$19.0M
Total Clients
PEER GROUP AVERAGE
235
Total AUM
PEER GROUP AVERAGE
$159.1M
Offices
PEER GROUP AVERAGE
1
Total Employees
PEER GROUP AVERAGE
7
Investment Advisors
PEER GROUP AVERAGE
5
Registered Representatives
PEER GROUP AVERAGE
2
Licensed Insurance Agents
PEER GROUP AVERAGE
2
Foreign Clients
PEER GROUP AVERAGE
5.7%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
26
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 463 Firms Yes
Hourly Charges No 272 Firms Yes
Subscription Fees No 475 Firms No
Fixed Fees Yes 240 Firms No
Commissions No 469 Firms No
Performance Based Fees No 377 Firms No
Other No 427 Firms No

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