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Ashley Burkhardt Duva

STRATEGIC GLOBAL ADVISORS, LLC·NEWPORT BEACH, California
Unclaimed Profile
100 BAYVIEW CIRCLE, NEWPORT BEACH, CA 92660CRD# 3120940Firm CRD# 139309
01

About

Ashley Burkhardt Duva is a registered financial advisor based in NEWPORT BEACH, California, affiliated with STRATEGIC GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
STRATEGIC GLOBAL ADVISORS, LLC
STRATEGIC GLOBAL ADVISORS, LLC
AUM
$2.5B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at STRATEGIC GLOBAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3120940
Firm CRD# 139309
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ashley Burkhardt Duva offer?
Ashley Burkhardt Duva specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.
What are Ashley Burkhardt Duva's credentials?
Ashley Burkhardt Duva is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ashley Burkhardt Duva located?
Ashley Burkhardt Duva is based in NEWPORT BEACH, California, working with STRATEGIC GLOBAL ADVISORS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Ashley Burkhardt Duva charge for services?
Ashley Burkhardt Duva's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC GLOBAL ADVISORS, LLC?
STRATEGIC GLOBAL ADVISORS, LLC has approximately 13 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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