DUNCAN & HALEY, LTD.
CRD #109900 SEC #801-79706 SEATTLE, WA 206-625-2658
SEC Registered
Total AUM
$664.1M
Discretionary
$253.3M
Employees
4
Clients
51
Accounts
110
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $664.1M | $253.3M | $410.8M | 4 | 110 |
| Mar 2025 | $664.1M | $253.3M | $410.8M | 4 | 110 |
| Mar 2024 | $570.7M | $209.9M | $360.7M | 6 | 82 |
| Mar 2023 | $535M | $178.8M | $356.1M | 6 | 66 |
| Apr 2022 | $592.2M | $201.7M | $390.5M | 5 | 70 |
| Nov 2021 | $481.4M | $185.9M | $295.5M | 5 | 70 |
| Mar 2021 | $481.4M | $185.9M | $295.5M | 5 | 70 |
| Apr 2020 | $458.2M | $167.5M | $290.7M | 5 | 70 |
| Mar 2019 | $385M | $135M | $250M | 5 | 70 |
| Jul 2018 | $376M | $126M | $250M | 5 | 65 |
| Mar 2018 | $376M | $126M | $250M | 5 | 65 |
| Mar 2017 | $263.2M | $104.3M | $159M | 5 | 26 |
| Mar 2016 | $238.7M | $94.4M | $144.3M | 6 | 26 |
| May 2015 | $233.9M | $68.4M | $165.4M | 4 | 26 |
| May 2014 | $185M | $60M | $125M | 4 | 26 |
| Apr 2014 | $185M | $60M | $125M | 4 | 26 |
DateSep 2025
Total AUM$664.1M
Discretionary$253.3M
Non-Disc.$410.8M
Employees4
Clients110
DateMar 2025
Total AUM$664.1M
Discretionary$253.3M
Non-Disc.$410.8M
Employees4
Clients110
DateMar 2024
Total AUM$570.7M
Discretionary$209.9M
Non-Disc.$360.7M
Employees6
Clients82
DateMar 2023
Total AUM$535M
Discretionary$178.8M
Non-Disc.$356.1M
Employees6
Clients66
DateApr 2022
Total AUM$592.2M
Discretionary$201.7M
Non-Disc.$390.5M
Employees5
Clients70
DateNov 2021
Total AUM$481.4M
Discretionary$185.9M
Non-Disc.$295.5M
Employees5
Clients70
DateMar 2021
Total AUM$481.4M
Discretionary$185.9M
Non-Disc.$295.5M
Employees5
Clients70
DateApr 2020
Total AUM$458.2M
Discretionary$167.5M
Non-Disc.$290.7M
Employees5
Clients70
DateMar 2019
Total AUM$385M
Discretionary$135M
Non-Disc.$250M
Employees5
Clients70
DateJul 2018
Total AUM$376M
Discretionary$126M
Non-Disc.$250M
Employees5
Clients65
DateMar 2018
Total AUM$376M
Discretionary$126M
Non-Disc.$250M
Employees5
Clients65
DateMar 2017
Total AUM$263.2M
Discretionary$104.3M
Non-Disc.$159M
Employees5
Clients26
DateMar 2016
Total AUM$238.7M
Discretionary$94.4M
Non-Disc.$144.3M
Employees6
Clients26
DateMay 2015
Total AUM$233.9M
Discretionary$68.4M
Non-Disc.$165.4M
Employees4
Clients26
DateMay 2014
Total AUM$185M
Discretionary$60M
Non-Disc.$125M
Employees4
Clients26
DateApr 2014
Total AUM$185M
Discretionary$60M
Non-Disc.$125M
Employees4
Clients26