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 as a corporate entity owned by an individual and is recorded primarily as an accounting practice rather than a traditional investment advisory firm. The firm's declared business activity is "Accountant" and it bills clients on an hourly basis. Data fields indicate it is not a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, and is not listed as a pension consultant or related adviser. The year of any SEC registration is not provided and the firm is categorized as "Unclassified" in the available snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Michael Duran

    Michael Duran

    PresidentCRD 5059428

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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