Unclaimed Profile

Duane Michael Duim

PARACLE ADVISORS LLC·MERCER ISLAND, Washington

Series 7, Series 63, Series 65Clean record22 years registeredPARACLE ADVISORS LLC

7900 SE 28TH STREET, SUITE 204, MERCER ISLAND, WA 98040CRD# 3144110Firm CRD# 130726

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Duane Michael Duim · MERCER ISLAND, WA

Registration

CRD #3144110 · PARACLE ADVISORS LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARACLE ADVISORS LLC

COLDSTREAM WEALTH MANAGEMENT

Jun 2021 – Nov 2024

Mercer Island, WA

PARACLE ADVISORS LLC

Jun 2011 – Jun 2021

MERCER ISLAND, WA

BLUEPRINT FINANCIAL PARTNERS LLC

Apr 2010 – Jun 2011

SNOQUALMIE, WA

TRELLIS ADVISORS, LLC

Jun 2009 – Feb 2010

SEATTLE, WA

LAIRD NORTON TYEE ASSET STRATEGIES, LLC

Aug 2004 – May 2009

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 4, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARACLE ADVISORS LLC

CRD 130726 · SEC 801-63993

AUM

$1.4B

Regulatory assets under management

Employees

1,767 client accounts

Services offered by PARACLE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARACLE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Duane Michael Duim offer?

Duane Michael Duim specializes in Financial Planning, Investment Management.

What are Duane Michael Duim's credentials?

Duane Michael Duim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Duane Michael Duim located?

Duane Michael Duim is based in MERCER ISLAND, Washington, last registered with PARACLE ADVISORS LLC.

How does Duane Michael Duim charge for services?

Duane Michael Duim'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 PARACLE ADVISORS LLC?

PARACLE ADVISORS LLC has approximately 22 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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