The DDO ADVISORY SERVICES is a privately held investment adviser that advises $26.83mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. DDO ADVISORY SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 81.79% over the last 5-years.
The Group has been registered with the SEC for 1.84 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 6369 MILL STREET SUITE 209, RHINEBECK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $26.83mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $14.48mn or 53.96% of Total Assets and Individuals own $12.23mn or 45.6% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
DDO ADVISORY SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.