D
CRD: 133024
Duke Financial Services
Hamilton, OH
5138946300
$13.6M Total AUM
$13.6M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-04-2004
- Office Locations
- 1
Office Locations
-- Hamilton OH
About Duke Financial Services
Duke Financial Services is a Hamilton-based RIA. The firm has been operating for 21 years. Managing $13.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$13.6M AVG AUM / ADVISOR
$216.3K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
21yrs Firm Age
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Owner & Executives
J
JOSEPH STANLEY DUKE
Chief Compliance Officer, Director Of Information Technology
- CRD
- #2254509
- Ownership
- 75% or more
(797) 907-9182
alpha.radial@matrixcapital.com
in linkedin.com/in/capital-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,626,622 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,626,622 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,626,622
Equity - Exchange:
74.1% Cash:
25.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,238,729,846 | 74.1% |
| Cash | $1,481,553,347 | 25.9% |
| Total | $5,720,283,193 | 100.0% |