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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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