Overview
Assets Under Management: $265 million
Headquarters: ACTON, MA
High-Net-Worth Clients: 111
Average Client Assets: $3 million
Frequently Asked Questions
DUVARNEY, CRAIG DOUGLAS 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 #126911), DUVARNEY, CRAIG DOUGLAS is subject to fiduciary duty under federal law.
DUVARNEY, CRAIG DOUGLAS is headquartered in ACTON, MA.
DUVARNEY, CRAIG DOUGLAS serves 111 high-net-worth clients according to their SEC filing dated January 24, 2024. View client details ↓
According to their SEC Form ADV, DUVARNEY, CRAIG DOUGLAS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
DUVARNEY, CRAIG DOUGLAS manages $265 million in client assets according to their SEC filing dated January 24, 2024.
According to their SEC Form ADV, DUVARNEY, CRAIG DOUGLAS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 643
Discretionary Accounts: 625
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 126911
Last Filing Date: 2024-01-24 00:00:00
Website: https://craigduvarney.com