Duggan, Robert W. (Belleair Beach)
Duggan, Robert W. Is a Large Advisory Firm Based in Belleair Beach. It Manages $2.99 Billion of Regulatory Assets for 48 Client Accounts. It Has Been...
Duggan, Robert W. is a large advisory firm based in Belleair Beach. It manages $2.99 billion of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2014.
Duggan, Robert W provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Duggan, Robert W: assets under management
The assets under management (AUM) of Duggan, Robert W. is $2.99 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $2.91 billion in discretionary accounts and $83.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.96 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.52 million.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Duggan, Robert W. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Elena Rostova holds a Master's degree in Public Health Journalism. She covers groundbreaking medical research, holistic wellness trends, mental health awareness, and nutritional science.
