Durbin Bennett Private Wealth Management

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Investor info
Type
Limited Partners
Stage focus
  • Seed Round
Description
Durbin Bennett Private Wealth Management is a wealth management firm based in Austin, Texas. Established in 2000, the firm is an independent and privately owned registered firm dedicated to providing investment management and strategic wealth planning to entrepreneurs, high-net-worth families, and institutions. Additionally, the firm provides planning, concierge services, and specialized service offerings including retirement planning consulting services. DB constructs globally diversified portfolios to help generate long term appreciation while weathering changing market conditions. DB constructs portfolios according to clients' investment policy statement, which outlines their needs, goals, and risk tolerances. The assets of the firm are managed by the executive management team.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
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Connected people
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  • Example Example
    Example Exampleexample[email protected]
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  • Notexample Examplenot
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  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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