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Building 2DUNCAN & HALEY, LTD.

Map pinSEATTLE, WA
Phone206-625-2658
NotebookSEC #801-79706
Total AUM
$664.1M
Employees
4
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
2753 S WASHINGTON STREET
SEATTLE
WA 98144
United States
Operating Hours
8:00AM TO 5:00 PM
Monday - Friday
Phone
206-625-2658

ReceiptFinancials

Total AUM
$664.1M
Accounts
110
Discretionary
$253.3M
Accounts
87
Non-Discretionary
$410.8M
Accounts
23

ContactClients

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HNW Individual Clients
86
AUM
$241M
Pension/Profit Sharing Plan Clients
23
AUM
$410.8M
Charitable Organization Clients
1
AUM
$12.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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