Duet Advisory Services LLC

Duet Advisory Services LLC (CRD# 283584) is a financial advisory firm headquartered in Bingham Farms, MI. They manage $239,357,006 in 776 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
30850 Telegraph Rd,, Suite 100, Bingham Farms, MI 48025
https://www.facebook.com/cents-sensibility-inc-214663831993283/
By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    776
    ACCOUNTS
  • Average Account Value
    $308,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MI, TX

Financial Advisors at Duet Advisory Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sharon Almeida, financial advisor Pleasanton CA
Sharon A. Almeida
CRD#: 1768103
5890 Stoneridge Dr, Suite 103, Pleasanton, CA 94588

Sharon Almeida (CRD# 1768103) is an Investment Advisor Representative working at Duet Advisory Services LLC in Pleasanton, CA and has over 34 years of experience in the finance industry.

2
Brigid Mulroy, financial advisor Bingham Farms MI
Brigid Mulroy
CRD#: 4258545
30850 Telegraph Rd,, Suite 100, Bingham Farms, MI 48025

Brigid Mulroy (CRD# 4258545) is an Investment Advisor Representative working at Duet Advisory Services LLC in Bingham Farms, MI and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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