Durbin Bennett Peterson Private Wealth Management, LLC (Austin)

Name: Durbin Bennett Peterson Private Wealth Management, LLC
Address: 100 Congress Avenue, Suite 1600, Austin, TX, 78701
Telephone: 512-439-4800

Durbin Bennett Peterson Private Wealth Management, LLC is a large advisory firm based in Austin. It manages $867.32 million of regulatory assets for 821 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California and Texas.

Durbin Bennett Peterson Private Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consulting. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Durbin Bennett Peterson Private Wealth Management: assets under management

The assets under management (AUM) of Durbin Bennett Peterson Private Wealth Management, LLC is $867.32 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $843.68 million in discretionary accounts and $23.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.04 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.15 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Durbin Bennett Peterson Private Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Austin

The principal office where Durbin Bennett Peterson Private Wealth Management, LLC performs its advisory services is located at 100 Congress Avenue, Suite 1600, Austin, TX 78701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-439-4800 or by fax 512-439-4850. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at dbpaustin.com.

Durbin Bennett Peterson Private Wealth Management, LLC (Austin)

Durbin Bennett Peterson Private Wealth Management: assets under management

Fees & Commissions

Based in Austin

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