DUELL FINANCIAL STRATEGIES

Overview

Duell Financial Strategies is organized as a limited liability company and is owned by an individual principal. The firm operates primarily as an insurance broker while also offering advisory services focused on selecting other advisers and running educational seminars or workshops. It advertises a fee structure that includes both a percentage-of-assets model and fixed fees, and it identifies itself as a capital allocator. Regulatory and geographic attributes reported by the firm are sparse: Duell Financial Strategies is not flagged as an active ESG investor, is not multi-state, and is not described as a newly formed adviser or pension consultant. Its stated classification is unclassified in the provided snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices