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The Endowment Office, Inc. (Centennial)


The Endowment Office, Inc. is a large advisory firm based in Centennial. It manages $247.18 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Colorado, and Texas.

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The Endowment Office provides portfolio management for businesses and institutional clients, selection of other advisers, and shared investment office. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Endowment Office: assets under management

The assets under management (AUM) of The Endowment Office, Inc. is $247.18 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $190 million in discretionary accounts and $57.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $190 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $57.18 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Endowment Office, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Centennial

The principal office where The Endowment Office, Inc. performs its advisory services is located at 6551 S. Revere Pkwy., Centennial, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-708-1388. The normal business hours are 7:30 am to 4:30 pm mts on Monday - Friday. You can find more information about the New York firm at endowmentoffice.com.


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