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 based in Longwood, Florida, working with William Mack & Associates Inc. James has previously held positions at Lamco Advisory Services, William Mack & Associates, Inc, Covenant Capital Advisors, LLC, and Ljpr, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Michigan. Currently, James is part of William Mack & Associates Inc, which operates out of Longwood, Florida. The firm has 25 offices and 14 employees. The firm manages assets totaling $754.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at William Mack & Associates Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

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

$754,782,297

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

14

FL Average: 21
Total Number of Accounts

852

FL Average: 1,586
Average Account Size

$885,895

FL Average: $594,845

Investment Advisory Services

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

James Duronio Work History

2019 - Present (5 years)

William Mack & Associates, Inc

2019 - Present (5 years)

Covenant Capital Advisors, LLC

2018 - 2019 (1 year)

Lamco Advisory Services

2013 - 2018 (5 years)

Ljpr, LLC

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

Jennie Spurlock
Troy, MI
James Duronio
Longwood, FL
Charles Dickinson
Harbor Springs, MI
Kenneth Klegon
Greenville, SC
Linda Smith
Troy, MI
John Cunningham
Troy, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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