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DUET ADVISORY SERVICES LLC

BINGHAM FARMS, MI · CRD 283584 · IAPD ↗ · 248.723.4321

$316.5MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — DUET ADVISORY SERVICES LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
August 2024 — DUET ADVISORY SERVICES LLC (BINGHAM FARMS, MI) is newly SEC-registered with $239.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.