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Building 2DURAN CAPITAL MANAGEMENT, LLC

Map pinSANTA BARBARA, CA
Phone805-284-2037
NotebookSEC #801-125849
Total AUM
$20.5M
Employees
1
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 W. CARRILLO STREET
SUITE 100
SANTA BARBARA
CA 93101
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
805-284-2037

ReceiptFinancials

Total AUM
$20.5M
Accounts
91
Discretionary
$12.8M
Accounts
90
Non-Discretionary
$7.8M
Accounts
1

ContactClients

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Individual Clients
49
AUM
$10.4M
HNW Individual Clients
4
AUM
$10.1M
Charitable Organization Clients
1
AUM
$22K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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