$316.5M Total AUM
$311.1M Disc. AUM
-- 3Y CAGR
7 Employees
283 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ValueGlacier beacon
- Established Date
- 07-01-2016
- Office Locations
- 2
Office Locations
30400 Telegraph Rd. Suite 115 Bingham Farms MI
5890 Stoneridge DR Suite 103 Pleasonton CA
About Duet Advisory Services LLC
Duet Advisory Services LLC provides personalized, goals-based financial planning and investment planning for individuals and families, including tax, estate, insurance, and retirement planning, with guidance through major life transitions. Led by CEO/Financial Advisor Brigid Mulroy, CPA, CFP®, PFS, the firm works with Schwab and Fidelity/NFS and commonly uses ETFs and public funds in client portfolios.
Team overview
-- AVG AGE
$105.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Vector Capital ember Unison unison Beacon momentum
Client Personas
Matrix foundation
Custodian
North prime Ember optima Zenith catalyst Delta Crest Bridge
Investment Themes
Wave delta Meridian Quantum ember Summit peak
Investment Vehicles
Meridian meridian Bridge catalyst
Platform
Unison oak
Services
Atlas Meridian Insight prime Insight vital Summit Alpha value Unison radial Ember prime Beacon
Technology
Matrix alpha Vital optima
Owner & Executives
SHARON ANNE ALMEIDA
Principal
- CRD
- #1768103
- Ownership
- 50% but less than 75%
(469) 337-1344
optima.quantum@northcapital.com
in linkedin.com/in/vital-peak
B
BRIGID MULROY
--
- CRD
- #4258545
- Ownership
- 50% but less than 75%
(874) 758-9160
optima.momentum@northcapital.com
in linkedin.com/in/radial-value
Showing 2 of 2 owners & executives
Unlock allContacts
J
Jacqueline Nicole Almeida
Principal
- CRD
- #6377843
(985) 804-8220
unison.optima@vertexcapital.com
in linkedin.com/in/ridge-vertex
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,122,277 | $408,833 |
| Non-Discretionary | $5,365,101 | $315,594 |
| Total | $316,487,378 | $406,796 |
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Separately Managed Accounts
Total SMA Asset: $316,487,378
Public Funds:
38.9% Equity - Exchange:
12.8% Cash:
8.3% Other:
40.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,267,368,131 | 38.9% |
| Equity - Exchange | $417,026,018 | 12.8% |
| Cash | $270,415,308 | 8.3% |
| Other | $1,303,206,305 | 40.0% |
| Total | $3,258,015,762 | 100.0% |