DDO ADVISORY SERVICES, LLC

DDO ADVISORY SERVICES, LLC of RHINEBECK, NY is an SEC-registered investment adviser (CRD 154944). Regulatory assets under management: $26.8M.

Registration

• CRD: 154944
• SEC file number: 801-131196
• Type: Registered investment adviser
• Location: 6369 MILL STREET, SUITE 209, RHINEBECK, NY, 12572
• Phone: 646-234-4881
• Latest filing: 2026-03-26
• Regulatory AUM: $26.8M
• Non-discretionary AUM: $26.8M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154944 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search