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Duet Advisory Services LLC

● SEC registered since 2024CRD 283584SEC# 801-130758Bingham Farms, MI
Export (members)
Reg. AUM
$277.9M
Employees
9
Accounts
762
Location
Bingham Farms, MI

Duet Advisory Services LLC assets under management

Duet Advisory Services LLC is an SEC-registered investment adviser based in Bingham Farms, MI. The firm has been registered since 2024. It reports $277.9 million in regulatory assets under management and employs 9 people.

Duet Advisory Services LLC owners & executives

2 reported
NameTitleOwnershipSince
Brigid Mulroy ControlMember50-75%2016
Sharon Anne Almeida ControlMember And Chief Compliance Officer50-75%2016

Frequently asked questions

How much does Duet Advisory Services LLC manage?

Duet Advisory Services LLC reports $277.9 million in regulatory assets under management on its Form ADV.

How many employees does Duet Advisory Services LLC have?

Duet Advisory Services LLC reports 9 employees.

Where is Duet Advisory Services LLC located?

Duet Advisory Services LLC is based in Bingham Farms, MI and has been SEC-registered since 2024.

Does Duet Advisory Services LLC disclose fund performance?

Duet Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30850 Telegraph Rd., Suite 100, Bingham Farms, MI 48025
Phone248.723.4321
Fax248.723.5231
Office hours9:00 a.m. -5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$273.7M
Non-discretionary$4.2M
Total (RAUM)$277.9M