Durham Wealth Management, LLC

Durham Wealth Management, LLC (CRD# 284264) is a financial advisory firm headquartered in , . They manage $8,066,999 in 146 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $55,253
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MO, TX

Financial Advisors at Durham Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Durham, financial advisor Saint Peters MO
Matthew W. Durham
CRD#: 4247606
Saint Peters, MO

Matthew Durham (CRD# 4247606) is an Investment Advisor Representative working at Durham Wealth Management, LLC in Saint Peters, MO and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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