RIA Intel›Advisers›New Jersey›DURANT FINANCIAL PLANNING LLC

DURANT FINANCIAL PLANNING LLC

Advisory

Data as of Apr 11, 2025 · Source: SEC Form ADV

Average account

$229K

across 97 accounts

AUM per adviser

$22M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 11, 2025.

Total AUM

$22M

Discretionary %

100%

Clients

54

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

DACEYHOLDEN MANAGEMENT, LLC

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$22M

ALIGN FINANCIAL SOLUTIONS LLC

$22M

STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.

PARAMUS, NJ

$22M

+14.3% 1Y

STICKEL, ROBERT, LOUIS

BLOOMSBURY, NJ

$22M

JERSEY SHORE PORTFOLIO MANAGEMENT, LLC

$23M

BALLASTER FINANCIAL LLC

$22M

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