George
Duff
Grace Capital Management, LLC
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About this Advisor
George Duff is a financial advisor operating in Austin, Texas with 14 years of industry experience. Duff currently works for Grace Capital Management, LLC. Their career trajectory has included roles at Triad Advisors, Inc, Grace Capital Management, LLC and Dai Securities, LLC. Duff holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Grace Capital Management, LLC is a registered investment firm based in Austin, TX. It manages $120 million in assets under management across its 507 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 507 customer accounts, 29% are held by high-net-worth individuals who have more than $1 million in assets. Grace Capital Management, LLC offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services are provided. However, fees billed by Grace Capital Management, LLC most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grace Capital Management, LLC Brokerage Details
$120,241,804
4
507
$237,163
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
George Duff Work History
George has been registered as a financial advisor for 14 years.*
Dai Securities, LLC
Grace Capital Management, LLC
Triad Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Duff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grace Capital Management, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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