Durbin Bennett Private Wealth Management, LLC
Durbin Bennett Private Wealth Management, LLC (CRD# 107722) is a financial advisory firm headquartered in Austin, TX. They manage $1,605,141,196 in 1,438 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management1,605MILLION
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Total Number of Accounts1,438ACCOUNTS
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Average Account Value$1,116,232
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, LA, NY, OR, TX
Richard Bennett (CRD# 4332494) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry.
Kathryn Brown (CRD# 6091129) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 9 years of experience in the finance industry.
Margaret Casey (CRD# 4174152) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Margaret Casey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Clements (CRD# 5932915) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry. John Clements has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jay Gokhale (CRD# 6659586) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 4 years of experience in the finance industry. Jay Gokhale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Constance Grover (CRD# 6268098) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 8 years of experience in the finance industry.
Matthew Jachimiak (CRD# 4821079) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 17 years of experience in the finance industry.
Ashley Kilgust (CRD# 6824839) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Ashley Kilgust has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul Lueb (CRD# 4056086) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 15 years of experience in the finance industry. Paul Lueb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Branko Martinez Pejnovich (CRD# 6326208) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 3 years of experience in the finance industry.