BD
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Brian Joseph Durkin

7 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
164 clients
Average Client Portfolio
$623K average
Assets Under Management
$102.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1801 East Ninth Street, Suite 1600, Cleveland, OH, 44114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is a Director, Compliance for 4100FS, a Division of Gries Financial Partners parent company, The 4100 Group. He is also the Chief Compliance Officer for Gries Financial Partners' wholly owned subsidiary, Logix Investments LLC.

Employment History
Current Registrations
Logix Investments LLC
July 2024 - Present · 1 yr 7 mos
Gfp Private Wealth
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Lake Street Advisors
November 2017 - May 2024 · 6 yrs 6 mos
State Registrations2 states
MAOH
Advisor
Exams
No exam information available for this advisor.
Brian Joseph Durkin - Financial Advisor | TrueAdvisor