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DUET ADVISORY SERVICES LLC
CRD 283584File 801-130758
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$316.5M
Below cohort median (national)
Discretionary AUM
$311.1M
Non-discretionary $5.4M
Clients
283
778 accounts
Employees
7
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 26, 2024
- Principal office
- 30400 TELEGRAPH RD., SUITE 115, BINGHAM FARMS, MI, 48025
- Phone
- 248.723.4321
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $316.5M
- Discretionary AUM
- $311.1M
- Non-discretionary AUM
- $5.4M
- Discretionary accounts
- 761
- Non-discretionary accounts
- 17
- Total accounts
- 778
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 100 | $230.3M |
| Pension and profit sharing plans | 1 | $2.2M |
| Individuals (other than high net worth individuals) | 182 | $84.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.