Durham Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 284264
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals76.71%
- HNWI23.29%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Durham Wealth Management, LLC is an independent, individual-owned registered investment advisory operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational workshops and seminars. It also functions as an insurance broker, which aligns with its use of insurance products as part of client solutions. Fees are charged in a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds5%
Contacts
1 of 1Matthew Durham
Investment Advisor RepresentativeCRD 4247606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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