Adrian Duran
Adrian Duran is a registered investment advisor at Integrated Wealth Concepts LLC, based in Greenwood Village, CO, with 19 years of industry experience. Adrian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.
Fee Estimator
Location
4600 S. Syracuse Street, Greenwood Village, CO, 80237
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Adrian is affiliated with Integrated Financial Partners, Integrated Partners, and Integrated Wealth Concepts as a registered investment advisor DBA since 2022 and 2023. These activities are investment-related and take nearly full-time hours.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Invest Financial CorporationBroker
Investment Centers of America, INC.Broker
National Planning CorporationBroker
Sii Investments, INC.Broker
Jackson National Life Distributors LLCBroker
Country Capital Management CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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