Duomo Capital
RIAState Registered
Total AUM
$715K
Discretionary
$715K
100% of AUM
Avg account
$79.4K
Accounts
9
Employees
1
Advisory reps
1
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
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
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