Endeavor Financial Planning

Endeavor Financial Planning (CRD# 287615) is a financial advisory firm headquartered in Sacramento, CA. They manage $28,566,122 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
555 University Ave. Suite 284, Sacramento, CA 95825
http://endeavorplanning.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $266,973
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Endeavor Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Paige Farrell, financial advisor Sacramento CA
Paige D. Farrell
CRD#: 6472184
555 University Ave. Suite 284, Sacramento, CA 95825

Paige Farrell (CRD# 6472184) is an Investment Advisor Representative working at Endeavor Financial Planning in Sacramento, CA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals