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 $1,210,137,098 in 1,402 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,210
    MILLION
  • Total Number of Accounts
    1,402
    ACCOUNTS
  • Average Account Value
    $863,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Durbin Bennett Private Wealth Management, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Richard B. Bennett
CRD#: 4332494
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746

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. Richard Bennett 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.

2
Kathryn T. Brown
CRD#: 6091129
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746

Kathryn Brown (CRD# 6091129) 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.

3
Margaret H. Casey
CRD#: 4174152
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746

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.

4
John S. Clements
CRD#: 5932915
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746

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.

5
Jay M. Gokhale
CRD#: 6659586
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746

Jay Gokhale (CRD# 6659586) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 2 years of experience in the finance industry.

6
Constance M. Grover
CRD#: 6268098
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746

Constance Grover (CRD# 6268098) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 6 years of experience in the finance industry.

7
Matthew P. Jachimiak
CRD#: 4821079
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746

Matthew Jachimiak (CRD# 4821079) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 16 years of experience in the finance industry.

8
Ashley Kilgust
CRD#: 6824839
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746

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.

9
Paul D. Lueb, Jr.
CRD#: 4056086
Austin, TX 78701

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.

10
Branko Martinez Pejnovich
CRD#: 6326208
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746

Branko Martinez Pejnovich (CRD# 6326208) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 2 years of experience in the finance industry.

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