$22.2M Total AUM
$22.2M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2020
- Office Locations
- 1
Office Locations
-- West Milford NJ
About Durant Financial Planning LLC
Durant Financial Planning LLC is a boutique, owner-led RIA in West Milford, NJ serving retail clients, including entrepreneurs, with comprehensive financial planning (tax, estate, insurance and business-succession). Portfolios are built primarily with public funds/mutual funds plus ETFs and U.S. government/agency exposure, managed on a discretionary SMA basis. Custody is split between Schwab and Fidelity.
Team overview
51 AVG AGE
$22.2M AVG AUM / ADVISOR
$410.6K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Meridian prime Radial fusion Foundation
Client Personas
Optima
Investment Themes
Matrix Summit timber
Investment Vehicles
Element
Services
Alpha Capital peak Meridian catalyst Element frontier Unison crest North Glacier meridian Ember
Owner & Executives
JONATHAN PATRICK DURANT
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #3026075
- Ownership
- 75% or more
(706) 961-7970
zenith.vector@timbercapital.com
in linkedin.com/in/legacy-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,173,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,173,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,173,000
Public Funds:
31.0% Cash:
33.7% U.S. Government/Agency:
20.6% Equity - Exchange:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $681,424,739 | 31.0% |
| Cash | $740,774,635 | 33.7% |
| U.S. Government/Agency | $452,817,730 | 20.6% |
| Equity - Exchange | $323,127,214 | 14.7% |
| Total | $2,198,144,318 | 100.0% |