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How does Duran Capital Management, LLC help clients – Key Takeaways:
Duran Capital Management, LLC is a financial advisory firm that specializes in providing personalized investment strategies for its clients. The firm focuses on building long-term partnerships with its clients, helping them achieve their financial goals and secure their financial future.
Facts and Insights
Here are some key facts and insights about Duran Capital Management, LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 2 |
| Time in Business | 10 years |
Financial Services Offered
The expert team at Duran Capital Management, LLC offers a range of financial services to its clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Portfolio Analysis
- Risk Management
- Financial Education
Client Types
Duran Capital Management, LLC caters to a diverse clientele, including:
- Individuals
- Families
- Small Business Owners
The firm’s services are tailored to meet the unique needs and objectives of each client, taking into consideration their risk tolerance, investment goals, and financial situation.
Fees & Compensation
Duran Capital Management, LLC operates on a fee-only basis, meaning that the firm charges a transparent and competitive fee for its financial services. This fee structure ensures that there are no conflicts of interest and that the firm’s advice is always in the best interest of its clients.
Background
Duran Capital Management, LLC was founded in 2011 by financial experts John and Maria Duran. With over 25 years of combined experience in the financial industry, the duo has a deep understanding of the markets and a proven track record of helping their clients achieve their financial goals.
The firm is headquartered in New York City and serves clients across the United States.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s essential to understand their background and any potential disclosures that may impact their services. Here are some important disclosures to know about Duran Capital Management, LLC:
- No disciplinary actions have been taken against the firm or its advisors by any regulatory body.
- No lawsuits or criminal proceedings have been filed against the firm or its advisors.
- The firm has a clean compliance record and adheres to all regulatory guidelines.
Overall, Duran Capital Management, LLC is a highly reputable and experienced financial advisory firm that puts its clients’ needs first. With a commitment to building long-term partnerships and a wide range of financial services, the firm is well-equipped to help clients achieve their financial goals and secure their financial future.