D
CRD: 154944
DDO Advisory Services, LLC
Rhinebeck, NY, 12572
6462344881
$26.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
15 yrs Firm Age
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- Custodian
- Altruist · Assetmark · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-15-2010
- Office Locations
- 1
Office Locations
6369 Mill Street Suite 209 Rhinebeck NY
About DDO Advisory Services, LLC
DDO Advisory Services, LLC is a Rhinebeck-based RIA. The firm has been operating for 15 years. Managing $26.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Assetmark. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
53 AVG AGE
$26.8M AVG AUM / ADVISOR
$547.6K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Zenith unison Atlas
Client Personas
Prime atlas Meridian element
Investment Themes
Beacon Capital atlas Beacon pathway Peak Crest focus
Investment Vehicles
Fusion momentum Momentum Signal matrix
Services
Pathway Element Meridian Legacy atlas Ember element Matrix Foundation Frontier oak
Owner & Executives
DANIEL A D'ORDINE
Chief Compliance Officer, Financial Advisor, Managing Partner, Owner
- CRD
- #4481632
- Ownership
- 75% or more
(257) 727-6970
optima.insight@wavecapital.com
in linkedin.com/in/capital-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,833,352 | $596,297 |
| Total | $26,833,352 | $596,297 |
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Separately Managed Accounts
Total SMA Asset: $26,833,352
Public Funds:
28.8% Cash:
9.8% Corporate - Investment Grade:
31.4% Equity - Exchange:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,286,784,987 | 28.8% |
| Cash | $778,142,114 | 9.8% |
| Corporate - Investment Grade | $2,493,230,854 | 31.4% |
| Equity - Exchange | $2,382,067,694 | 30.0% |
| Total | $7,940,225,649 | 100.0% |