WE
William Edward Durnan
State-registered
Multi-Family Office · Boutique (under $100M)
CRD 128916
· Far Hills, NJ
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ADV data as of Sep 25, 2023
- Regulatory AUM
- $70.0M
- Discretionary
- $50.0M
- Clients
- 6
- Avg AUM / client
- $11.7M
- Accounts
- 6
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $70.0M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/25/2023 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 25, 2023.
View current Form ADV (SEC/IAPD) ↗