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Building 2ROBERT W. DUGGAN AND ASSOCIATES

Map pinBELLEAIR BEACH, FL
Phone503-720-3175
NotebookSEC #801-80082
Total AUM
$3B
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1740 GULF BLVD
BELLEAIR BEACH
FL 33786
United States
Operating Hours
6:30AM-5PM
Monday - Friday
Phone
503-720-3175

ReceiptFinancials

Total AUM
$3B
Accounts
48
Discretionary
$2.9B
Accounts
15
Non-Discretionary
$83.1M
Accounts
33

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Pending Regulatory Proceeding
State Registrations

None reported

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

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