Investment adviser · CRD 338697
ENDOWE ADVISORY LLC
Investment adviser filing (IA)
SAN JOSE, CA, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $300 Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3 | $300 | 100.0% |
Filing source
Form ADV 2124291 · Aug 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 20, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
18TH SOUTH 2ND STREETSAN JOSE, CA, 95113, United States
CRD 338697
Filing source
Form ADV 2124291 · Aug 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.