The DURBIN BENNETT PRIVATE WEALTH MANAGEMENT is a privately held investment adviser that advises $2.84Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. DURBIN BENNETT PRIVATE WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 121.12% over the last 5-years.
The Group has been registered with the SEC for 25.53 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1601 SOUTH MO PAC EXPRESSWAY SUITE 125D, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 27 employees comprised of 16 investment and 11 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $2.84Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 11 other accounts. Assets of High Net Worth Individuals clients own $2.6Bn or 91.49% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $131.98mn or 4.64% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
DURBIN BENNETT PRIVATE WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.