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Claude Paul Duet

ASSET PLANNING SERVICES INC·COVINGTON, Louisiana
Unclaimed Profile
509 W. 21ST AVENUE, COVINGTON, LA 70433CRD# 4332316Firm CRD# 104715
01

About

Claude Paul Duet is a registered financial advisor based in COVINGTON, Louisiana, affiliated with ASSET PLANNING SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ASSET PLANNING SERVICES INC
ASSET PLANNING SERVICES INC
AUM
$290M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ASSET PLANNING SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4332316
Firm CRD# 104715
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Claude Paul Duet offer?
Claude Paul Duet specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Louisiana for a consultation.
What are Claude Paul Duet's credentials?
Claude Paul Duet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Claude Paul Duet located?
Claude Paul Duet is based in COVINGTON, Louisiana, working with ASSET PLANNING SERVICES INC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.
How does Claude Paul Duet charge for services?
Claude Paul Duet's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET PLANNING SERVICES INC?
ASSET PLANNING SERVICES INC has approximately 5 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COVINGTON
Amy Lynn Betts — BEAM WEALTH ADVISORS, INC.Camille Romero Reed — PERSONAL FINANCIAL ADVISORS, LLCRobert Jennings Reed — PERSONAL FINANCIAL ADVISORS, LLCBrenda Martinez Duet — ASSET PLANNING SERVICES INCScott Edward Bordelon — BEAM WEALTH ADVISORS, INC.
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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