Michael W. Duran, Cpa, Apc

RIAState 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 is organized as a corporation and operates as an independent registered investment adviser based in California. The firm is owned by an individual and lists accounting as its primary business activity, indicating its advisory work is closely tied to tax and accounting expertise rather than institutional wealth-management operations. The adviser uses an hourly-fee billing model rather than percentage-of-assets fees. The firm is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not designated as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

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

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth