MICHAEL W. DURAN, CPA, APC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
FULLERTON, California
CRD number
137276
Fee structure
Hourly Charges

Firm profile

FINTRX

Overview

Michael W. Duran, CPA, APC operates primarily as an accounting firm, focusing on providing financial and advisory services. While it does not classify itself as a traditional investment advisory firm, it engages in activities related to financial management. The firm is structured as a corporation and is owned by an individual, Michael W. Duran. The firm does not actively participate in capital allocation or ESG investing, and it does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MICHAEL DURAN

    PresidentCRD 5059428

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FULLERTON, CA

ORANGE

Location

FULLERTON, CA

Headquartered in FULLERTON, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
110 E Wilshire Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth