Overview
Assets Under Management: $571 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Frequently Asked Questions
DUNCAN & HALEY, LTD. 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 #109900), DUNCAN & HALEY, LTD. is subject to fiduciary duty under federal law.
DUNCAN & HALEY, LTD. is headquartered in SEATTLE, WA.
DUNCAN & HALEY, LTD. serves 86 high-net-worth clients according to their SEC filing dated March 01, 2024. View client details ↓
According to their SEC Form ADV, DUNCAN & HALEY, LTD. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
DUNCAN & HALEY, LTD. manages $571 million in client assets according to their SEC filing dated March 01, 2024.
According to their SEC Form ADV, DUNCAN & HALEY, LTD. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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