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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Duggan, Robert W.

Duggan, Robert W. is owned by Robert Duggan. Autry Liggett joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Duggan	Owner	1 Jan 2000	75% - 100%	2206358
Autry Liggett	Chief compliance officer	1 Oct 2013	Other	6368567

Based in Belleair Beach

The principal office where Duggan, Robert W. performs its advisory services is located at 1740 Gulf Blvd, Belleair Beach, FL 33786, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.