RIA Intel›Advisers›New Jersey›DURKIN INVESTMENT GROUP, LLC.

DURKIN INVESTMENT GROUP, LLC.

Advisory

NJ

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in NJ

#650

of 775 advisers by AUM

Average account

$504K

across 137 accounts

AUM per adviser

$69M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$69M

Discretionary AUM$69M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients64

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NJ, NY

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

64 clients

16 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

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

HANLEY CAPITAL MANAGEMENT, LLC

$69M

FREEDOM FOUND FINANCIAL LLC

$69M

MARK VOGEL WEALTH MANAGEMENT, LLC

$68M

SCHORPP CAPITAL MANAGEMENT, PC

EAST BRUNSWICK, NJ

$70M

WILLIAM EDWARD DURNAN

$70M

CLEMENSEN CAPITAL COMPANY LLC

$70M

Get the full picture on DURKIN INVESTMENT GROUP, LLC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DURKIN INVESTMENT GROUP, LLC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans