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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| HALEY, JOHN, COLBY | I | PRESIDENT | E | Control |
| BLACKHAM, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| BLACKHAM, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| BLACKHAM, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| BLACKHAM, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| BLACKHAM, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| BLACKHAM, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| BLACKHAM, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| BLACKHAM, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| BLACKHAM, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| BLACKHAM, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| BLACKHAM, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| MORRISON, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| MORRISON, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| MORRISON, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| MORRISON, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C | |
| MORRISON, KELSEY, LEIGH | I | CCO, VP INSURANCE PRACTICE | C |
Registrations
Federal
IA
Sep 22, 2025 REGISTERED
Notice Filings (1)
WA
Address
2753 S WASHINGTON STREETSEATTLE, WA 98144
United States
Phone: 206-625-2658