Ddo Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rhinebeck, NY. Its latest Form ADV filing, dated March 26, 2026, reports $27M in regulatory assets under management, 1 employee, and 45 accounts.
Assets Under Management
$27M
Employees
1
Offices
--
Total Clients
46
Primary office
RHINEBECK, NY
6369 MILL STREET, SUITE 209, RHINEBECK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.3% of total clients.
Top client categories% of clientsClients
1
Individuals
78.3%
36
2
HNWI
19.6%
9
3
Pension Plans
2.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$27Mas of March 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$27M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$27M
Total Accounts45
10Y AUM Change$-8M (-22.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee46:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.