Edward
Durica

Johnston & Associates Inc

CRD#2684494
Investment Advisor
in Denver, CO

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About this Advisor

Edward Durica is a chartered financial analyst working out of Denver, Colorado with a total of 10 years of relevant experience. Durica currently works for Johnston & Associates Inc. Their career trajectory has included roles at Alphacore Capital LLC and Johnston & Associates, Inc. Durica maintains a Series 63 license, certifying them as a securities broker, and is approved to advise clients in Colorado, Oklahoma and Texas. Johnston & Associates Inc is a registered investment firm that has its headquarters in Denver, CO. It handles $398 million in assets among its 162 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 162 customer accounts, 57% are associated with high-net-worth clients who have greater than $1 million in assets. The firm has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Financial management fees are based on which services the firm provides the client. Fees billed by Johnston & Associates Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4500 Cherry Creek Drive South Suite 1070
Denver, CO 80246

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Johnston & Associates Inc Brokerage Details

Total Assets Under Management

$398,355,705

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

162

CO Average: 1,101
Average Account Size

$2,458,986

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters

Edward Durica Work History

Edward has been registered as a financial advisor for 10 years.*

2023 - Present (1 year)

Alphacore Capital LLC

2002 - Present (22 years)

Johnston & Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edward Durica to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Johnston & Associates Inc

Edward Durica
Denver, CO
James Johnston
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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