Durkee Capital Advisors LLC is an adviser based in Austin. It has been registered with the SEC as an adviser since 2001.
Durkee Capital Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Durkee Capital Advisors LLC for their services and products based on a percentage of assets under management and performance-based 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.
Edward Rudi Durkee has served as the Chief Investment Officer since 1 Jan 2012. Michelle Duncan Bergman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Durkee Capital Advisors LLC performs its advisory services is located at 503 Colorado Street, 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 512.271.9430 or by fax 512.524.6106. The normal business hours are 8am to 5pm on Monday - Friday.