Durkin Investment Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167370
- Website
- www.durkininvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.46%
- Individuals19.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Durkin Investment Group, LLC is a privately owned limited liability company that provides portfolio management primarily for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and focuses on discretionary advice; its reported assets are entirely discretionary. It does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or related adviser. Owner type is individual and the firm’s advisory activities emphasize tailored portfolio management rather than institutional or capital-allocation services.
Assets & Accounts
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
- Public Funds/Mutual Funds49%
- Exchange Traded Equities23%
- Cash & Cash Equivalents16%
- US Government Bonds12%
Contacts
1 of 1Anthony Durkin
Registered Investment AdvisorCRD 1759179
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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