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| Durbin Bennett Private Wealth Management LLC
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| |
|---|---|
| CRD # | 107722 |
| SEC # | 801-60001 |
| CIK # | |
| AUM | $1.8 BB (2024-07-12) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Phone | 512-610-6930 |
| Address | 1601 South Mo Pac Expressway Austin, TX 78746 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 28.7 |
| (b) Individuals (high net worth individuals) | 189 | 1,545.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 175.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 355 | 1,758.1 |
| By Discretionary | ||
| Discretionary | 287 | 1,483.3 |
| Non-Discretionary | 68 | 274.8 |
| Total | 355 | 1,758.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,758.1 | |
| Total | 355 | 1,758.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rockwood Wealth Management LLC
✚
|
PA | 1.8 |
|
Main Street Financial Solutions LLC
✚
|
PA | 1.8 |
|
Mainline West Fund Manager LLC
✚
|
CO | 1.8 |
|
Giverny Capital Inc
✚
|
1.8 | |
|
Slater Investments Limited
✚
|
1.8 | |
|
Foundry Partners LLC
✚
|
OH | 1.8 |
|
CFM Advisors Inc
✚
|
NY | 1.7 |
|
Resonant Capital Advisors LLC
✚
|
WI | 1.7 |
|
YHB Investment Advisors Inc
✚
|
CT | 1.7 |
|
SAX Wealth Advisors LLC
✚
|
NJ | 1.7 |