DUNCAN & HALEY, LTD.

2753 S Washington Street
Seattle, Washington 98144
Tel: 206-625-2658

About DUNCAN & HALEY, LTD.

DUNCAN & HALEY, LTD, formally registered with the SEC as DUNCAN & HALEY, LTD. The firm was established in 05/20/2014. They have over 1 offices throughout the country.

DUNCAN & HALEY, LTD. is a Seattle, Washington based Financial Planning firm with nearly $570,652,718 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109900
SEC#	801-79706
Assets Managed by Firm	$570,652,718
No. of Clients	82
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	82	$570,652,718
High net worth individuals	61	$197,985,973
Pension and profit sharing plans	21	$360,706,358
Charitable organizations	1	$11,960,387

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