Advisor at Durkin Investment Group, LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Durkin Investment Group, LLC.
Location
Spring Lake Heights, NJ
Credentials
Series 63, Series 65
Industry experience
13 years
Anthony Durkin is the principal advisor at Durkin Investment Group, LLC, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has operated his own firm since 2013. In addition to his advisory role, Durkin provides revenue and accounts receivable consulting services outside of the investment industry. Durkin Investment Group, LLC offers discretionary investment supervisory services to individuals, high-net-worth clients, and trusts. The firm employs a combination of charting, fundamental, and technical analysis to construct diversified portfolios, primarily using mutual funds and ETFs, with regular account reviews and rebalancing.
Based on Durkin Investment Group, LLC.
$1 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% Above $2,500,000+: Negotiable
Spring Lake Heights, NJ
Florida · New Jersey · New York
SELF
2017 - Present (9 years)
Durkin Investment Group, LLC
2013 - Present (13 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
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