Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 09/26/2024
Other registrations (4)
Former registrations

DDO ADVISORY SERVICES, LLC

ADV Location RHINEBECK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 26,833,352 -23%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 596,297 -25%
% High Net Worth 19.57% 23%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

35M 30M 25M 20M 15M 10M 5M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees