Duncan Financial Management, Inc.

Duncan Financial Management, Inc. (CRD# 150849) is a financial advisory firm headquartered in Fenton, MO. They manage $11,000,000 in 400 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $27,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

FL, IL, MO

Financial Advisors at Duncan Financial Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Shawn D. Baker
CRD#: 5724154
1855 Bowles Avenue, Suite 105, Fenton, MO 63026
93
Wealthminder
score

Shawn Baker (CRD# 5724154) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in Fenton, MO and has over 6 years of experience in the finance industry.

2
Kimberly B. Ellis
CRD#: 2333481
1855 Bowles Avenue, Suite 105, Fenton, MO 63026
93
Wealthminder
score

Kimberly Ellis (CRD# 2333481) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in Fenton, MO and has over 6 years of experience in the finance industry.

3
Rishi Ghosh
CRD#: 6152377
1855 Bowles Avenue, Suite 105, Fenton, MO 63026
89
Wealthminder
score

Rishi Ghosh (CRD# 6152377) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in Fenton, MO and has over 3 years of experience in the finance industry.

4
Jeffrey R. Duncan
CRD#: 4656801
777 S Flagler Drive, West Tower, Suite 800, West Palm Beach, FL 33401
68
Wealthminder
score

Jeffrey Duncan (CRD# 4656801) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in West Palm Beach, FL and has over 13 years of experience in the finance industry.

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