|Robert W. Duggan & Associates is a RIA based in West Mesa, CA with $3M in AUM and with 1 advisor nationwide. Robert Duggan is the majority owner of the firm and has been in this role with the firm since 1992.|
|Robert Duggan||Jan 1992|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Robert Duggan (75% or more)
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Robert Duggan||Sole Proprietor||01/01/1992|
No firm affiliates listed.
1933 Cliff Drive
Santa Barbara , CA 93109
Types of Compensation Arrangements
- Percentage of Assets
- Other: (6) Performance-based fees