Durant Wealth Mgmt Advisory Services
Firm details
- Headquarters
- ,
- CRD number
- 166863
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Durant Wealth Mgmt Advisory Services is an independent, individual-owned limited liability company that serves primarily individual and family clients. The firm combines accounting-related services with financial planning and discretionary portfolio management for individuals and small businesses. Its advisory billing mixes a percentage-of-assets model with hourly charges. Durant does not identify as an active ESG investor, and it does not operate as a multi-state or pension consultant adviser. The firm appears to rely on third-party managers for alternative exposure rather than operating its own managed funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds32%
- Other12%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities2%
Contacts
1 of 1
William Howard
PresidentCRD 728956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations