James
Duronio

William Mack & Associates Inc

CRD#2424172
Investment Advisor
in Longwood, FL

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About this Advisor

James Duronio is a financial advisor working in Longwood, Florida with a total of 4 years of industry experience. Duronio is on the advisory team at William Mack & Associates Inc. Over the course of their career, Duronio has held roles at Raymond James Financial Services, Inc, William Mack & Associates, Inc, Covenant Capital Advisors, LLC, Stephens Wealth Mgt, Ljpr, LLC and Lamco Advisory Services. Duronio has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Michigan. William Mack & Associates Inc is a registered investment firm based in Troy, MI. The company has offices in 19 locations and a total of 14 advisors. It administers $649 million in assets between its 846 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 846 client accounts, 20% are associated with high-net-worth individuals who have at least $1 million in investable assets. William Mack & Associates Inc performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually vary depending on which services are offered. However, fees billed by William Mack & Associates Inc likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Longwood, FL

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William Mack & Associates Inc Brokerage Details

Total Assets Under Management

$649,371,000

FL Average: $943,424,332
Total Number of Employees

14

FL Average: 21
Total Number of Accounts

846

FL Average: 1,586
Average Account Size

$767,578

FL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

James Duronio Work History

James has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

William Mack & Associates, Inc

2019 - Present (5 years)

Covenant Capital Advisors, LLC

2018 - 2019 (1 year)

Lamco Advisory Services

2013 - 2013 (< 1 year)

Raymond James Financial Services, Inc

2013 - 2013 (< 1 year)

Stephens Wealth Mgt

2013 - 2018 (5 years)

Ljpr, LLC

*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 James Duronio 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 William Mack & Associates Inc

James Duronio
Longwood, FL
Charles Dickinson
Harbor Springs, MI
Kenneth Klegon
Greenville, SC
Jennie Spurlock
Troy, MI
Linda Smith
Troy, MI
Frank Arvai
Troy, MI
William Mack
Troy, MI

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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