CRD: 109595
Scott S. Duko, Registered Investment Advisor, Ltd.
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- Custodian
- Charles Schwab & Company · TD Ameritrade · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2000
- Office Locations
- 1
Office Locations
About Scott S. Duko, Registered Investment Advisor, Ltd.
Duko Law (Canfield, OH) provides virtual estate planning and wealth preservation, led by an in-house attorney who is also a securities-licensed investment adviser and accounting professional. Services include trust creation/updates, wills and powers of attorney, asset protection strategies, and tax services, alongside personalized investment guidance. Client portfolios are predominantly ETF-based, with Schwab and TD Ameritrade among custodians.
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Owner & Executives
SCOTT STEPHEN DUKO
Chief Compliance Officer, Investment Advisor
- CRD
- #1801279
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,333,572 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,333,572 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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