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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Duvarney Craig Douglas
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|---|---|
| CRD # | 126911 |
| SEC # | 801-111957 |
| CIK # | |
| AUM | $325.4 M (2025-03-28) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 978-772-2156 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 28.0 |
| (b) Individuals (high net worth individuals) | 111 | 297.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 677 | 325.4 |
| By Discretionary | ||
| Discretionary | 658 | 308.4 |
| Non-Discretionary | 19 | 17.0 |
| Total | 677 | 325.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.4 | |
| Total | 677 | 325.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sitrin Capital Management LLC
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|
CA | 0.3 |
|
Ashworth Wealth LLC
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|
UT | 0.3 |
|
Olistico Wealth LLC
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|
OK | 0.3 |
|
RF&L Wealth Management LLC
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|
MA | 0.3 |
|
Camarda Financial Advisors LLC
✚
|
FL | 0.3 |
|
BDFS Capital LLC
✚
|
DE | 0.3 |
|
Essential Partners LLC
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|
CA | 0.3 |
|
Financial Advisory Partners LLC
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|
FL | 0.3 |
|
Carter Financial Group Inc
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|
IL | 0.3 |
|
Busey Capital Management Inc
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|
IL | 0.3 |