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| Keyboard |
| Duet Advisory Services LLC
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|---|---|
| CRD # | 283584 |
| SEC # | 801-130758 |
| CIK # | |
| AUM | 316.5 M (2026-03-12) |
| Employees | 7 (43% Investors, 14% Brokers) |
| Phone | 248-723-4321 |
| Address | 30400 Telegraph Rd Bingham Farms, MI 48025 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 84.0 |
| (b) Individuals (high net worth individuals) | 100 | 230.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 778 | 316.5 |
| By Discretionary | ||
| Discretionary | 761 | 311.1 |
| Non-Discretionary | 17 | 5.4 |
| Total | 778 | 316.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.5 | |
| Total | 778 | 316.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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First Oak Wealth Management LLC
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|
Wealth Analytics Partners LLC
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CA | 316.0 M |
|
Gibert Wealth Management LLC
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|
316.0 M | |
|
Pacifica Partners Inc
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