Updated:
Durant Financial Planning
DURANT FINANCIAL PLANNING LLC is a state-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
DURANT FINANCIAL PLANNING LLC is a state-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Frequently asked questions
What investment stages or asset classes make up the portfolio?
While no portfolio disclosure exists, standard asset-class exposure for single-family offices of this profile includes publicly traded equities and fixed income held in separately managed accounts, direct-ownership real estate, and conservative alternatives such as private credit or structured notes. Venture capital and buyout fund commitments are uncommon at this opacity level unless sourced passively through feeder vehicles.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Durant Financial Planning in Altss
Explore available research and relationship coverage for this adviser in Altss.