PPrivate Fund Data Log in Join · $37/mo

Duvarney, Craig Douglas

● SEC registered since 2017CRD 126911SEC# 801-111957
Export (members)
Reg. AUM
$325.4M
Employees
1
Accounts
677
Location

Duvarney, Craig Douglas assets under management

Duvarney, Craig Douglas is a registered investment adviser overseen by the SEC. The firm has been registered since 2017. It reports $325.4 million in regulatory assets under management and employs 1 people.

Duvarney, Craig Douglas owners & executives

1 reported
NameTitleOwnershipSince
Craig Douglas Duvarney ControlSole Proprietor, Certified Financial Planner, Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Duvarney, Craig Douglas manage?

Duvarney, Craig Douglas reports $325.4 million in regulatory assets under management on its Form ADV.

How many employees does Duvarney, Craig Douglas have?

Duvarney, Craig Douglas reports 1 employees.

Does Duvarney, Craig Douglas disclose fund performance?

Duvarney, Craig Douglas is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone978-772-2156
Fax413-254-9735
Office hours9a.m. - 5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$308.4M
Non-discretionary$17M
Total (RAUM)$325.4M