Cynthia
Murdock

Duration Asset Management, LLC

CRD#1417122
Investment Advisor
in Dallas, TX

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About this Advisor

Cynthia Murdock is a financial advisor operating in Dallas, Texas who has 5 years of industry experience. Murdock works at Duration Asset Management, LLC. Over the course of their career, Murdock has held roles at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Meregrass Inc, Bddb Properties LLC, Grayson Longhouse Gathering Co, Inc, Smith Capital Markets, LLC and Duration Asset Management, LLC. Murdock holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Duration Asset Management, LLC is an advisory firm that has its headquarters in Dallas, TX. It handles $182 million in total assets among its eight accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its eight client accounts, 100% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Duration Asset Management, Llc provides portfolio management for individuals and small businesses. Financial advisory fee schedules usually vary depending on which services are provided. However, fee types charged by Duration Asset Management, LLC may include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

8333 Douglas Ave., Suite 1365
Dallas, TX 75225

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Duration Asset Management, LLC Brokerage Details

Total Assets Under Management

$182,208,428

TX Average: $3,042,739,679
Total Number of Employees

2

TX Average: 49
Total Number of Accounts

8

TX Average: 2,315
Average Account Size

$22,776,054

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Cynthia Murdock Work History

Cynthia has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Smith Capital Markets, LLC

2018 - Present (6 years)

Duration Asset Management, LLC

2014 - Present (10 years)

Meregrass Inc

2017 - 2020 (3 years)

Bddb Properties LLC

2017 - 2020 (3 years)

Grayson Longhouse Gathering Co, Inc

2010 - 2018 (8 years)

Jpmorgan Chase Bank, N.A

2008 - 2018 (10 years)

J.P. Morgan Securities 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 Cynthia Murdock 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 Duration Asset Management, LLC

Cynthia Murdock
Dallas, TX
Stephen Smith
Dallas, TX

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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