Wealth manager, independent · Bingham Farms, MI
Duet Advisory Services LLC
SEC-registered investment adviser · CRD 283584 · SEC 801-130758
At a glance
Duet Advisory Services LLC is an SEC-registered investment adviser based in Bingham Farms, Michigan, with $316 million in regulatory assets under management as of its Form ADV filed March 12, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 282 individual clients. By Form ADV it is a wealth manager, ranked 4,218th of 8,915 wealth managers and 9,899th of 17,210 SEC-registered advisers by assets.
Main office 248-723-4321LinkedInAs filed on Form ADV
- Regulatory AUM
- $316M
- Rank among wealth managers
- #4,218 of 8,915
- Rank among all SEC RIAs
- #9,899 of 17,210
- Rank in Michigan
- #160 of 305
- Individual clients
- 282
- High-net-worth clients
- 100
- Accounts
- 778
- Discretionary
- 98% of AUM
- Employees
- 7
- Advisory staff
- 3
- Offices
- 5
Owners and executives on its Form ADV
- Brigid MulroyMember
- Sharon A. AlmeidaMember and Chief Compliance Officer (06/2024)
Custody and brokerage
Broker-dealer
Hybrid RIA
Duet Advisory Services LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Private Client Services as the broker-dealer its advisers are registered with.
Sharon Almeida is also licensed in her separate and individual capacity as a registered representative of Private Client Services, LLC, which is an SEC registered and FINRA member broker-dealer (“PCS”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 100 | $230M | 73% |
| Individuals | 182 | $84M | 27% |
| Pension and profit sharing plans | 1 | $2M | <1% |
Disciplinary disclosures
Duet Advisory Services LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Duet Advisory Services LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 6,535 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Duet Advisory Services LLC manage?
Duet Advisory Services LLC reports $316 million in regulatory assets under management across 778 accounts, 98% of it on a discretionary basis, on its Form ADV filed March 12, 2026.
What kind of firm is Duet Advisory Services LLC?
Duet Advisory Services LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Duet Advisory Services LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($230 million, 100 clients); individuals ($84 million, 182 clients); pension and profit sharing plans ($2 million, 1 clients).
Does Duet Advisory Services LLC have any disciplinary history?
Duet Advisory Services LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Duet Advisory Services LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →