Duke And Duke Wealth Management LLC
Duke And Duke Wealth Management LLC (CRD# 290184) is a financial advisory firm headquartered in Doylestown, PA. They manage $33,483,524 in 208 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Duke And Duke Wealth Management LLC
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts208ACCOUNTS
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Average Account Value$160,978
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA
Financial Advisors at Duke And Duke Wealth Management LLC
1
Phillip Lorenzon (CRD# 6320766) is an Investment Advisor Representative working at Duke And Duke Wealth Management LLC in Doylestown, PA and has over 10 years of experience in the finance industry.
2
Michael Neft (CRD# 345660) is an Investment Advisor Representative working at Duke And Duke Wealth Management LLC in Doylestown, PA and has over 35 years of experience in the finance industry.
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