Se connecter Inscription gratuite

Duell, Holland Bosson (Sheridan)


Duell, Holland Bosson is an adviser based in Sheridan. It manages $14.35 million of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2005.

Logo

Duell, Holland Bosson provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and consulting services through website platform. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Duell, Holland Bosson: assets under management

The assets under management (AUM) of Duell, Holland Bosson is $14.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 216% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $227.75 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Duell, Holland Bosson for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sheridan

The principal office where Duell, Holland Bosson performs its advisory services is located at 50 E. Loucks St., #210, Sheridan, WY 82801 The mailing address of the firm is P.O. Box 1085, Sheridan, WY 82801. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-672-6364 or by fax 307-672-6364. The normal business hours are 8am - 4pm on Monday - Friday. You can find more information about the New York firm at duellfinancial.com.


Registered investment advisers similar to Duell, Holland Bosson