DUNCAN & HALEY, LTD.

DUNCAN & HALEY, LTD. of SEATTLE, WA is an SEC-registered investment adviser (CRD 109900). Regulatory assets under management: $664.1M.

Registration

• CRD: 109900
• SEC file number: 801-79706
• Type: Registered investment adviser
• Location: 2753 S WASHINGTON STREET, SEATTLE, WA, 98144
• Phone: 206-625-2658
• Latest filing: 2025-09-22
• Regulatory AUM: $664.1M
• Discretionary AUM: $253.3M
• Non-discretionary AUM: $410.8M
• Clients: 4
• Accounts: 110

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 109900 on SEC IAPD (source of record)
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