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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Duong is an investment advisor representative with Adam Capital, registered with the state of Georgia since April 4, 2018. Adam Duong has been working in the financial industry since March 2012. Adam Duong has passed the Uniform Investment Adviser Law Examination (Series 65). Adam Capital provides portfolio management services for individuals and pooled investment vehicles. They manage approximately $754,000 in client assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
04/04/2018 - Present
Adam Capital (ATLANTA GA)
IA
Issued 11/08/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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