Durant Wealth Mgmt Advisory Services

Overview

Durant Wealth Mgmt Advisory Services is an independent, individual-owned limited liability company that serves primarily individual and family clients. The firm combines accounting-related services with financial planning and discretionary portfolio management for individuals and small businesses. Its advisory billing mixes a percentage-of-assets model with hourly charges. Durant does not identify as an active ESG investor, and it does not operate as a multi-state or pension consultant adviser. The firm appears to rely on third-party managers for alternative exposure rather than operating its own managed funds.

Assets & Accounts

Public Holdings

Investments & Alternatives