Duke and Duke Wealth Management LLC

Overview

Duke and Duke Wealth Management LLC is a small, privately held limited liability company that serves individual and family clients. The firm charges fees based on a percentage of assets under management and offers portfolio management for individuals and small businesses along with selection of other advisers. It identifies as a capital allocator and reports no active ESG investing program. The adviser is not multi-state registered and is not newly formed. The firm has an insurance company affiliation noted in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices