Multi-Family OfficeRIA · CRD 166863

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DURANT WEALTH MGMT ADVISORY SERVICES

DURANT WEALTH MGMT ADVISORY SERVICES is a state-registered investment adviser in MOORESVILLE, NC. The firm manages approximately $3 million in regulatory...

DURANT WEALTH MGMT ADVISORY SERVICES

DURANT WEALTH MGMT ADVISORY SERVICES is a state-registered investment adviser in MOORESVILLE, NC. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

What sectors does Durant Wealth Mgmt Advisory Services explicitly avoid?

The firm has not published any investment exclusions, negative screens, or impact mandates. Its sector preferences are not public, and no data on avoidances is available in industry databases or public filings.

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