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Building 2DUET ADVISORY SERVICES LLC

Map pinBINGHAM FARMS, MI
Phone248.723.4321
NotebookSEC #801-130758
Total AUM
$316.5M
Employees
7
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30400 TELEGRAPH RD.
SUITE 115
BINGHAM FARMS
MI 48025
United States
Operating Hours
9:00 AM -5:00 PM
Monday - Friday
Phone
248.723.4321
Other Offices
4

ReceiptFinancials

Total AUM
$316.5M
Accounts
778
Discretionary
$311.1M
Accounts
761
Non-Discretionary
$5.4M
Accounts
17

ContactClients

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Individual Clients
182
AUM
$84M
HNW Individual Clients
100
AUM
$230.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMITNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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