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DUET ADVISORY SERVICES LLC

Advisory

N·BINGHAM FARMS, MI

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$316M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$316M

Discretionary AUM$311M

Non-Discretionary AUM$5M

Discretionary %98.3%

Total Clients289

Team

Total Employees3

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record3

First FilingJun 25, 2024

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 3 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DUET ADVISORY SERVICES LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.