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| Happy Holidays!! thanks for using AUM13F!! |
| Duet Advisory Services LLC
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| CRD # | 283584 |
| SEC # | 801-130758 |
| CIK # | |
| AUM | $277.9 M (2025-03-13) |
| Employees | 9 (22% Investors, 11% Brokers) |
| Phone | 248-723-4321 |
| Address | 30850 Telegraph Rd Bingham Farms, MI 48025 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 73.7 |
| (b) Individuals (high net worth individuals) | 98 | 202.3 |
| (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 | 1.8 |
| (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 | 762 | 277.9 |
| By Discretionary | ||
| Discretionary | 749 | 273.7 |
| Non-Discretionary | 13 | 4.2 |
| Total | 762 | 277.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 277.3 | |
| Total | 762 | 277.9 |
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|---|---|---|
|
Plagens & Taylor Wealth Management LLC
✚
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TX | 0.3 |
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Bernard Wealth Management Corp
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|
Sandstone Asset Management Inc
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0.3 | |
|
Evermont Wealth Inc
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LPF Advisors LLC
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|
Amerity Wealth Management LLC
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