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Duane Michael Duim

PARACLE ADVISORS LLC·MERCER ISLAND, Washington
Clean recordPARACLE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Duane Michael Duim is a registered financial advisor based in MERCER ISLAND, Washington, affiliated with PARACLE ADVISORS 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
Introduction

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03

Firm Overview

Firm
PARACLE ADVISORS LLC
PARACLE ADVISORS LLC
AUM
$1.4B
Regulatory assets under management
Employees
22
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3144110
Firm CRD# 130726
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Duane Michael Duim offer?
Duane Michael Duim specializes in Financial Planning, Investment Management. Contact their office in MERCER ISLAND, Washington for a consultation.
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, working with PARACLE ADVISORS LLC. Their office serves clients in the MERCER ISLAND metropolitan area and surrounding communities.
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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