Duell Financial Strategies

Overview

Duell Financial Strategies is an independent registered investment adviser organized as an LLC and owned by an individual proprietor. Its client focus is individual and family investors. The firm combines advisory services with insurance brokerage and positions itself as a capital allocator, frequently selecting outside managers rather than running large in-house proprietary strategies. Advisory activities include third‑party adviser selection and running educational seminars or workshops. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm does not identify as an active ESG investor.

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Public Holdings

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Location & Offices