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WILLIAM EDWARD DURNAN
CRD 128916
144 SUNNY BRANCH RD, FAR HILLS, NJ, 07931, United States
Phone
9735435353
Fax
9086300045
Registration
— (—)
Source
State registered
Total AUM
$70.0M
Discretionary AUM
$50.0M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
0
Fees
Hourly charges
Org form
Sole Proprietorship
Filing date
2023-09-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $70.0M |
Official SEC filing: View on IAPD