Firm profile

DUET ADVISORY SERVICES LLC

BINGHAM FARMS, MICRD 283584Latest ADV March 12, 2026

Duet Advisory Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bingham Farms, MI. Its latest Form ADV filing, dated March 12, 2026, reports $316M in regulatory assets under management, 7 employees, 4 offices, and 778 accounts.

Assets Under Management
$316M
Employees
7
Offices
4 offices
Total Clients
283
Primary office
BINGHAM FARMS, MI
30400 TELEGRAPH RD., SUITE 115, BINGHAM FARMS, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(248) 723-4321
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOSharon A. Almeida

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
182
2
HNWI
35.3%
100
3
Pension Plans
0.4%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$316Mas of March 12, 2026
Discretionary98.3%
$311M
98% of total RAUM98.3%
Non-discretionary1.7%
$5M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$316M
Total Accounts778
10Y AUM Change+$77M (+32.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee40:1
10Y Employee Change-2 (-22.2%)

* 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.