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Endowe Advisory LLC

EST. AUM
$300

CONTACTS

CLIENT ACCOUNTS
2

Firm Details

Metro area San Jose
CRD Number 338697
Website endowe.com
Client types

Overview

Endowe Advisory LLC is a registered investment adviser that delivers discretionary investment management services solely through a proprietary digital platform and mobile application. The firm provides algorithm-based portfolio management to individual clients based on client-supplied information regarding investment objectives, time horizon, and risk tolerance. All advisory services, disclosures, communications, and portfolio management activities are conducted electronically. Client assets are held in individually owned brokerage accounts at a third-party broker-dealer, and Endowe Advisory LLC does not take custody of client funds or securities.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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