Ashley Elaine Duffey
Investment adviser representative at Concentric
10 yearsExperience
1 stateRegistered in
CFADesignation
$13.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- ConcentricJun 2024 to now
- Lab Quantitative StrategiesMar 2023 to Jun 2024
- Personal Capital Advisors CorporationJan 2018 to Mar 2023
- Fit Asset ManagementMay 2017 to Oct 2017
- University of Colorado DenverAug 2016 to Jul 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Concentric
Legal name: Advisor Partners Ii, LLC
$13.9BAssets managed
5,371Clients
11Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6993529
- Firm CRD
- 321633