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DUET ADVISORY SERVICES LLC
CRD 283584 · SEC 801-130758
30400 TELEGRAPH RD., SUITE 115, BINGHAM FARMS, MI, 48025, United States
Phone
248.723.4321
Fax
248.723.5231
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$316.5M
Discretionary AUM
$311.1M
Team
7 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $84.0M |
| High net worth individuals | 100 | $230.3M |
| Pension/profit sharing plans | 1 | $2.2M |
States served
CA, MI, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD