Investment adviser · CRD 283584
DUET ADVISORY SERVICES LLC
Investment adviser filing (IA)
BINGHAM FARMS, MI, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $316M Form ADV · Item 5.F
- Client accounts
- 778 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 100 | $230,338,745 | 72.8% |
| Individuals | 182 | $83,996,503 | 26.5% |
| Retirement plans | 1 | $2,152,130 | 0.7% |
Filing source
Form ADV 2058652 · Mar 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
30400 TELEGRAPH RD., SUITE 115BINGHAM FARMS, MI, 48025, United States
CRD 283584
Filing source
Form ADV 2058652 · Mar 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.