Investment adviser · CRD 170471

ROBERT W. DUGGAN AND ASSOCIATES

Investment adviser filing (IA)

DUGGAN, ROBERT W.

BELLEAIR BEACH, FL, United States · Form ADV filed Jun 11, 2015

Regulatory AUM
$2.99B
Form ADV · Item 5.F
Client accounts
48
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Jun 11, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

1740 GULF BLVD
BELLEAIR BEACH, FL, 33786, United States

CRD 170471

Filing source

Form ADV 928333 · Jun 11, 2015 · 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.