Duncan Financial Planning Advisors
Duncan Financial Planning Advisors is an SEC-registered ria in Irwin, PA with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Duncan Financial Planning Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309454, SEC 801-119284, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-03-10)
- Firm type
- Ria
- Location
- Irwin, PA
- Employees
- 16
- Clients
- 3
- CRD
- 309454
- Ownership
- KEYSTONE AGENCY INVESTORS LLC; DUNCAN, DAVID, SCOTT; Girardi, Daniel, Travis; QVISTGAARD, LARRY, LUND; ROSSI, MICHAEL, JOHN
How much AUM does Duncan Financial Planning Advisors have?
Duncan Financial Planning Advisors reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Duncan Financial Planning Advisors?
Disclosed owners and executives of Duncan Financial Planning Advisors include KEYSTONE AGENCY INVESTORS LLC, DUNCAN, DAVID, SCOTT, Girardi, Daniel, Travis, QVISTGAARD, LARRY, LUND, ROSSI, MICHAEL, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.