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Durant, Michael George (Belmont)


Durant, Michael George is a large advisory firm based in Belmont. It manages $47.6 million of regulatory assets for 256 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Massachusetts, New Hampshire, and Vermont.

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Durant, Michael George provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Durant, Michael George: assets under management

The assets under management (AUM) of Durant, Michael George is $47.6 million. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45 million in discretionary accounts and $2.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $185.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Durant, Michael George for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Based in Belmont

The principal office where Durant, Michael George performs its advisory services is located at 30 Church St Suite 320, Belmont, MA 02478, 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 617-489-0040 or by fax 617-489-2520. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at belmontfinancial.net.


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