DUET ADVISORY SERVICES LLC
Total AUM
$316.5M
Employees
7Clients
283Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
30400 TELEGRAPH RD.
SUITE 115
BINGHAM FARMS
MI 48025
United States
SUITE 115
BINGHAM FARMS
MI 48025
United States
Operating Hours
9:00 AM -5:00 PM
Monday - Friday
Monday - Friday
Phone
248.723.4321
Other Offices
4
Financials
Total AUM
$316.5M
Accounts
778Discretionary
$311.1M
Accounts
761Non-Discretionary
$5.4M
Accounts
17
Clients
Individual Clients
182AUM
$84M
HNW Individual Clients
100AUM
$230.3M
Pension/Profit Sharing Plan Clients
1AUM
$2.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLMITNTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.