Overview
Assets Under Management: $571 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 82
Discretionary Accounts: 61
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 109900
Last Filing Date: 2024-03-01 00:00:00
Website: https://duncanhaley.com