Duncan Financial Management, Inc.
Duncan Financial Management, Inc. is an SEC-registered ria with $5.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Duncan Financial Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150849, data through 2010-02-09.
- AUM (assets under management / regulatory AUM)
- $5.0M (2010-02-09)
- Firm type
- Ria
- Employees
- 140
- CRD
- 150849
- Ownership
- DUNCAN, JEFFREY, RICHARD
How much AUM does Duncan Financial Management, Inc. have?
Duncan Financial Management, Inc. reported $5.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2010-02-09).
Who owns Duncan Financial Management, Inc.?
Disclosed owners and executives of Duncan Financial Management, Inc. include DUNCAN, JEFFREY, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.