D
$69.1M Total AUM
$69.1M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
13 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 05-07-2013
- Office Locations
- 1
Office Locations
-- Spring Lake Heights NJ
About Durkin Investment Group, Llc.
Durkin Investment Group, LLC is a Spring Lake Heights, NJ RIA providing personalized investment solutions and portfolio construction for individuals and families. The firm focuses on asset allocation using ETFs and mutual funds, with fixed-income and cash exposure, and may incorporate annuities and hedge funds. Custody relationships include Charles Schwab and Bank of America; the firm’s site is hosted on Protected Harbor.
Team overview
58 AVG AGE
$69.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Eagle delta Ember
Investment Themes
Wave oak Bridge capital
Investment Vehicles
Ridge
Services
Ridge optima
Technology
Peak
Owner & Executives
A
ANTHONY ANGELO DURKIN
Chief Compliance Officer, Managing Director
- CRD
- #1759179
- Ownership
- 75% or more
(618) 909-3035
bridge.pioneer@bridgecapital.com
in linkedin.com/in/alpha-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,053,873 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,053,873 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,053,873
Public Funds:
27.7% Equity - Exchange:
20.9% U.S. Government/Agency:
35.7% Cash:
15.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,165,381,896 | 27.7% |
| Equity - Exchange | $1,633,808,001 | 20.9% |
| U.S. Government/Agency | $2,790,762,949 | 35.7% |
| Cash | $1,227,310,316 | 15.7% |
| Total | $7,817,263,162 | 100.0% |