D
CRD: 166863
Durant Wealth Mgmt Advisory Services
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2014
- Office Locations
- 1
Office Locations
-- Mooresville NC
About Durant Wealth Mgmt Advisory Services
Durant Wealth Mgmt Advisory Services is a Mooresville-based RIA. The firm has been operating for 12 years. Managing $3.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$188.1K AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM DURANT HOWARD
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #728956
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,010,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,010,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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