W
$70.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
38 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-1988
- Office Locations
- 1
Office Locations
144 Sunny Branch RD FAR Hills NJ
About William Edward Durnan
William Edward Durnan is a FAR Hills-based RIA. The firm has been operating for 38 years. Managing $70.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$70.0M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
38.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
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Investment Themes
Available
Services
Available
Owner & Executives
W
WILLIAM EDWARD DURNAN
PRINCIPAL, Vice President
- CRD
- #735845
- 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 | $50,000,000 | -- |
| Non-Discretionary | $20,000,000 | -- |
| Total | $70,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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