Duet Advisory Services LLC
● SEC registered since 2024CRD 283584SEC# 801-130758Bingham Farms, MI
Reg. AUM
$316.5M
Employees
7
Accounts
778
Location
Bingham Farms, MI
Duet Advisory Services LLC assets under management
Duet Advisory Services LLC is an SEC-registered investment adviser based in Bingham Farms, MI. The firm has been registered since 2024. It reports $316.5 million in regulatory assets under management and employs 7 people.
Duet Advisory Services LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brigid Mulroy Control | Member | 50-75% | 2016 |
| Sharon Anne Almeida Control | Member And Chief Compliance Officer | 50-75% | 2016 |
Frequently asked questions
How much does Duet Advisory Services LLC manage?
Duet Advisory Services LLC reports $316.5 million in regulatory assets under management on its Form ADV.
How many employees does Duet Advisory Services LLC have?
Duet Advisory Services LLC reports 7 employees.
Where is Duet Advisory Services LLC located?
Duet Advisory Services LLC is based in Bingham Farms, MI and has been SEC-registered since 2024.
Does Duet Advisory Services LLC disclose fund performance?
Duet Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30400 Telegraph Rd., Suite 115, Bingham Farms, MI 48025 |
| Phone | 248.723.4321 |
| Fax | 248.723.5231 |
| Office hours | 9:00 a.m. -5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$316.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$316.5Mregulatory AUM
Discretionary $311.1MNon-discretionary $5.4M