Be advised. This firm is no longer registered.

Robert W. Duggan And Associates

Robert W. Duggan And Associates (CRD# 170471) is a financial advisory firm headquartered in Belleair Beach, FL. They manage $2,992,425,438 in 48 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
1740 Gulf Blvd, Belleair Beach, FL 33786
By the Numbers
  • Total Assets Under Management
    2,992
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $62,342,197
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Robert W. Duggan And Associates
No Advisor Found.

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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