DURANT FINANCIAL PLANNING LLC

DURANT FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 306246). Regulatory assets under management: $22.2M.

Registration

• CRD: 306246
• Type: Registered investment adviser
• Phone: 201-602-6734
• Latest filing: 2025-04-11
• Regulatory AUM: $22.2M
• Discretionary AUM: $22.2M
• Clients: 1
• Accounts: 97

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306246 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search