Duke & Co Advisory Inc (Virginia Beach)

Duke & Co Advisory Inc is a large advisory firm based in Virginia Beach. It manages $100 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Maryland, North Carolina, and Virginia.

Duke & Co Advisory provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Duke & Co Advisory: assets under management

The assets under management (AUM) of Duke & Co Advisory Inc is $100 million, all of which is managed in discretionary accounts. 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 $100 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Duke & Co Advisory Inc for their services and products based on a percentage of assets under management. 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.

Careers at Duke & Co Advisory Inc

Michael Jay Matthews has been acting as President since 1 May 1997. Edward Allen Stein joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Jay Matthews	President/director	1 May 1997	75% - 100%	1824422
Edward Allen Stein	President	1 Dec 2002	75% - 100%	2280076

Based in Virginia Beach

The principal office where Duke & Co Advisory Inc performs its advisory services is located at 448 Viking Drive, Suite 350, Virginia Beach, VA 23452, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.