Duncan Asset Management

Duncan Asset Management (CRD# 134546) is a financial advisory firm headquartered in , . They manage $92,488,042 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $1,745,057
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Duncan Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Robert A. Duncan
CRD#: 2673645
Atherton, CA
87
Wealthminder
score

Robert Duncan (CRD# 2673645) is an Investment Advisor Representative working at Duncan Asset Management in Atherton, CA and has 1 year of experience in the finance industry.

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