Overview
Assets Under Management: $84 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 14
Average Client Assets: $5.1 million
Frequently Asked Questions
DOUBLE DUTY MONEY MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326792), DOUBLE DUTY MONEY MANAGEMENT LLC is subject to fiduciary duty under federal law.
DOUBLE DUTY MONEY MANAGEMENT LLC is headquartered in NEW YORK, NY.
DOUBLE DUTY MONEY MANAGEMENT LLC serves 14 high-net-worth clients according to their SEC filing dated January 26, 2026. View client details ↓
According to their SEC Form ADV, DOUBLE DUTY MONEY MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
DOUBLE DUTY MONEY MANAGEMENT LLC manages $84 million in client assets according to their SEC filing dated January 26, 2026.
According to their SEC Form ADV, DOUBLE DUTY MONEY MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.80%
Average Client Assets: $5.1 million
Total Client Accounts: 34
Discretionary Accounts: 34
Regulatory Filings
CRD Number: 326792
Filing ID: 2043144
Last Filing Date: 2026-01-26 09:57:59