Duke And Duke Wealth Management LLC

Duke And Duke Wealth Management LLC (CRD# 290184) is a financial advisory firm headquartered in Doylestown, PA. They manage $33,483,524 in 208 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

3359 Durham Road, Suite 100, Doylestown, PA 18902

By the Numbers

Total Assets Under Management

33

MILLION
Total Number of Accounts

208

ACCOUNTS
Average Account Value

$160,978

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Duke And Duke Wealth Management LLC

Showing 1 - 2 of 2 top financial advisors.

Phillip A. Lorenzon

CRD#: 6320766

3359 Durham Road, Suite 100, Doylestown, PA 18902

Phillip Lorenzon (CRD# 6320766) is an Investment Advisor Representative working at Duke And Duke Wealth Management LLC in Doylestown, PA and has over 9 years of experience in the finance industry.

Michael D. Neft

CRD#: 345660

3359 Durham Road, Suite 100, Doylestown, PA 18902

Michael Neft (CRD# 345660) is an Investment Advisor Representative working at Duke And Duke Wealth Management LLC in Doylestown, PA and has over 35 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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