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Sharon Anne Almeida

DUET ADVISORY SERVICES LLC·BINGHAM FARMS, Michigan
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30850 TELEGRAPH RD., BINGHAM FARMS, MI 48025CRD# 1768103Firm CRD# 283584
01

About

Sharon Anne Almeida is a registered financial advisor based in BINGHAM FARMS, Michigan, affiliated with DUET ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
DUET ADVISORY SERVICES LLC
DUET ADVISORY SERVICES LLC
AUM
$239M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at DUET ADVISORY SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1768103
Firm CRD# 283584
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sharon Anne Almeida offer?
Sharon Anne Almeida specializes in Financial Planning, Investment Management. Contact their office in BINGHAM FARMS, Michigan for a consultation.
What are Sharon Anne Almeida's credentials?
Sharon Anne Almeida is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Anne Almeida located?
Sharon Anne Almeida is based in BINGHAM FARMS, Michigan, working with DUET ADVISORY SERVICES LLC. Their office serves clients in the BINGHAM FARMS metropolitan area and surrounding communities.
How does Sharon Anne Almeida charge for services?
Sharon Anne Almeida's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUET ADVISORY SERVICES LLC?
DUET ADVISORY SERVICES LLC has approximately 9 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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