|
⚲
|
| Duration Asset Management LLC
✚
| |
|---|---|
| CRD # | 298651 |
| SEC # | 801-114084 |
| CIK # | |
| AUM | $170.8 MM (2024-05-16) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Phone | 214-420-0300 |
| Address | 8333 Douglas Ave Dallas, TX 75225 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 170.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 170.8 |
| By Discretionary | ||
| Discretionary | 9 | 170.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 170.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.8 | |
| Total | 9 | 170.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Christian Investment Advisors Inc
✚
|
TX | 0.2 |
|
Asset Management Advisors LLC
✚
|
OK | 0.2 |
|
J P Davis Inc
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|
AZ | 0.2 |
|
Future Financial Wealth Management Group LLC
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|
OH | 0.2 |
|
Golden Bell Financial Planning LLC
✚
|
GA | 0.2 |
|
Royal Oak Financial Group
✚
|
OH | 0.2 |
|
Disciplined Portfolio Solutions LLC
✚
|
NC | 0.2 |
|
Arrien Investments Inc
✚
|
ID | 0.2 |
|
Concordia Wealth Management LLC
✚
|
MA | 0.2 |
|
Christine Messmer PC
✚
|
PA | 0.2 |