DURATION ASSET MANAGEMENT, LLC

8333 Douglas Ave
Suite 1450
Dallas, Texas 75225
Tel: (214) 420-0300

About DURATION ASSET MANAGEMENT, LLC

DURATION ASSET MANAGEMENT, LLC, formally registered with the SEC as DURATION ASSET MANAGEMENT, LLC. The firm was established in 10/04/2018. They have over 1 offices throughout the country.

DURATION ASSET MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $467,286,324 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298651
SEC#	801-114084
Assets Managed by Firm	$467,286,324
No. of Clients	10
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$467,286,324
High net worth individuals	9	$119,566,612

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