Duvarney, Craig Douglas
● SEC registered since 2017CRD 126911SEC# 801-111957
Reg. AUM
$371M
Employees
1
Accounts
681
Location
—
Duvarney, Craig Douglas assets under management
Duvarney, Craig Douglas is a registered investment adviser overseen by the SEC. The firm has been registered since 2017. It reports $371 million in regulatory assets under management and employs 1 people.
Duvarney, Craig Douglas owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Douglas Duvarney Control | Sole Proprietor, Certified Financial Planner, Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Duvarney, Craig Douglas manage?
Duvarney, Craig Douglas reports $371 million in regulatory assets under management on its Form ADV.
How many employees does Duvarney, Craig Douglas have?
Duvarney, Craig Douglas reports 1 employees.
Does Duvarney, Craig Douglas disclose fund performance?
Duvarney, Craig Douglas is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 978-772-2156 |
| Fax | 413-254-9735 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$371M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$371Mregulatory AUM
Discretionary $368.2MNon-discretionary $2.7M