Smith Denise Durrans (Salt Lake City)

Name: Smith Denise Durrans
Address: 1308 South 1700 East, Salt Lake City, UT, 84108
Telephone: (801) 466-4101

Smith Denise Durrans is a large advisory firm based in Salt Lake City. It manages $29.86 million of regulatory assets for 186 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Utah.

Smith Denise Durrans provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Smith Denise Durrans: assets under management

The assets under management (AUM) of Smith Denise Durrans is $29.86 million. The firm's AUM has grown by 189% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.96 million in discretionary accounts and $3.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $161.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $156.07 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smith Denise Durrans for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Smith Denise Durrans

Smith Denise Durrans is owned by Denise Durrans Smith. Craig Stuart Smith joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Denise Durrans Smith	Owner	1 Jul 1994	75% - 100%	2191218
Craig Stuart Smith	Owner	1 Mar 2005	25% - 50%	4926690

Based in Salt Lake City

The principal office where Smith Denise Durrans performs its advisory services is located at 1308 South 1700 East, Salt Lake City, UT 84108, 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 (801) 466-4101 or by fax (801) 606-2762. The normal business hours are 8:30 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.fpoffice.com.