Durkin Investment Group, LLC

RIASEC Registered
Total AUM
$69.1M
Discretionary
$69.1M
100% of AUM
Avg account
$504K
Accounts
137
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
167370
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI80.46%
  • Individuals19.54%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Durkin Investment Group, LLC is a privately owned limited liability company that provides portfolio management primarily for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and focuses on discretionary advice; its reported assets are entirely discretionary. It does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or related adviser. Owner type is individual and the firm’s advisory activities emphasize tailored portfolio management rather than institutional or capital-allocation services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 23%, Cash & Cash Equivalents 16%, US Government Bonds 12%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents16%
  • US Government Bonds12%

Contacts

1 of 1
  • Anthony Durkin

    Registered Investment AdvisorCRD 1759179

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth