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Duncan & Haley, Ltd.

CRD 109900SEC# 801-79706Seattle, WA
Export (members)
No longer SEC-registered. Duncan & Haley, Ltd. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$664.1M
Employees
4
Accounts
110
Location
Seattle, WA

Duncan & Haley, Ltd. assets under management

Duncan & Haley, Ltd. is an SEC-registered investment adviser based in Seattle, WA. It reports $664.1 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Duncan & Haley, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
John Colby Haley ControlPresidentOver 75%2002
Kelsey Leigh MorrisonCco, Vp Insurance Practice25-50%2006

Frequently asked questions

How much does Duncan & Haley, Ltd. manage?

Duncan & Haley, Ltd. reports $664.1 million in regulatory assets under management on its Form ADV.

How many employees does Duncan & Haley, Ltd. have?

Duncan & Haley, Ltd. reports 4 employees.

Where is Duncan & Haley, Ltd. located?

Duncan & Haley, Ltd. is based in Seattle, WA.

Does Duncan & Haley, Ltd. disclose fund performance?

Duncan & Haley, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2753 S Washington Street, Seattle, WA 98144
Office hours8:00a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$253.3M
Non-discretionary$410.8M
Total (RAUM)$664.1M