Duomo Capital
Firm details
- Headquarters
- Albany, New York
- CRD number
- 331703
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Duomo Capital is a small, individual-owned LLC that provides portfolio management for individuals and small businesses. The firm serves a private client base—individuals and families—and charges both a percentage-of-assets and performance-based fees. It does not position itself as an ESG-focused manager, is not identified as a multi-state adviser, and is not listed as a capital allocator or pension consultant in available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Seong Jae Yoon
Managing Partner and Chief Compliance OfficerCRD 7129088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Albany, NY
Albany
Location
Albany, NY
Headquartered in Albany, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Albany
- Address
- 418 Broadway
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
The Affinity Group, LLC
RIAAlbany, NY
MIA Lee Financial
RIAAlbany, NY
Eden Advisory Services, LLC
RIAAlbany, NY
Amidon & Petersen Financials, LLC
RIAAlbany, NY
Blue Jean Financial LLC
RIAAlbany, NY
Arista Advisory Group, LLC
RIAAlbany, NY