WILLIAM EDWARD DURNAN
Firm details
- Headquarters
- FAR HILLS, New Jersey
- CRD number
- 128916
- Fee structure
- Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
William Edward Durnan operates as an independent Registered Investment Advisor (RIA) and functions as a sole proprietorship. The firm caters primarily to individual and family clients, offering a range of financial services. These services include financial planning, portfolio management for both individuals and small businesses, as well as for larger institutions. Additionally, the firm provides pension consulting services and assists in the selection of other advisers. William Edward Durnan is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities65%
- US Government Bonds10%
- State & Local Bonds10%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds5%
Contacts
1 of 1WILLIAM DURNAN
PresidentCRD 735845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FAR HILLS, NJ
SOMERSET
Location
FAR HILLS, NJ
Headquartered in FAR HILLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SOMERSET
- Address
- 144 Sunny Branch Rd
- Time zone
- ET (UTC-5)
- Office locations
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