RIA Intel›Advisers›New Jersey›WILLIAM EDWARD DURNAN

WILLIAM EDWARD DURNAN

Advisory

FAR HILLS, NJ

Data as of Sep 25, 2023 · Source: SEC Form ADV

Rank in NJ

#648

of 775 advisers by AUM

Average account

$12M

across 6 accounts

AUM per adviser

$70M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 25, 2023.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$70M

Discretionary AUM$50M

Non-Discretionary AUM$20M

Discretionary %71.4%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InFL, NJ

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

6 clients

6 high-net-worth

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

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

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