Michael W. Duran, Cpa, Apc
Firm details
- Headquarters
- Fullerton, California
- CRD number
- 137276
- Website
- www.durancpafirm.com
- Fee structure
- Hourly Charges
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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