Endowe Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Endowe Advisory LLC provides automated investment advisory services to individual U.S. investors exclusively through a proprietary interactive website and mobile application, offering both a complimentary one‑time algorithmic investment recommendation and ongoing discretionary portfolio management. All onboarding, disclosures, communications, and implementation occur electronically, and clients must establish brokerage accounts at Interactive Brokers for funds to be managed.
The firm’s investment process is driven entirely by its algorithms and by model portfolios made available through a third‑party provider, constructing diversified allocations of ETFs, mutual funds, equities, and fixed‑income securities and automatically rebalancing to maintain target allocations. Firm personnel are limited to technical and administrative support and may intervene only for operational errors or system issues; investment advice and trading decisions are generated by the platform and depend on client inputs and external data feeds.
Notable differences from many peers include an integrated gift‑registry workflow operated by the affiliated parent, with gift contributions processed through a payments provider into FBO subaccounts and transferred to clients’ brokerage accounts before management, and an affiliated platform that assesses transaction‑related platform fees. The firm is newly registered with a very small asset and client base, requires electronic consent for all communications, directs clients to a single custodian, and does not vote proxies on securities held in client accounts.
Client services
Expertise
Demographic focus
Fee options
0.25% annually (25 basis points), billed quarterly in arrears
Fee-only: 0.25% annually asset management fee for portfolio management services
Main office
18 South 2nd Street
San Jose CA 95113
Advisors at this office
1
Most active in
California · Louisiana · Massachusetts · Nebraska · New Hampshire · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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