Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Duke is an Investment Advisor Representative with Broadoak Asset Management, LLC. Austin has been in the industry since June 2019. Austin is registered with the state of Maryland. Austin's firm, Broadoak Asset Management, LLC, is based in Bethesda, MD and provides investment management services to pooled investment vehicles. The firm manages approximately $370,973,419 in assets. Austin has a Series 65 license. Austin's specializations include Portfolio Management for Pooled Investment Vehicles.
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.
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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MD
05/30/2024 - Present
Broadoak Asset Management, LLC (BETHESDA MD)
IA
Issued 05/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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