Duncan Financial Management, Inc.

Duncan Financial Management, Inc. (CRD# 150849) is a financial advisory firm headquartered in Sunset Hills, MO. They manage $9,528,289 in 189 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10820 Sunset Office Drive, Suite 210, Sunset Hills, MO 63127
http://www.duncanfm.net
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $50,414
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MO, TX

Financial Advisors at Duncan Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Duncan, financial advisor Sunset Hills MO
Jeffrey R. Duncan
CRD#: 4656801
10820 Sunset Office Drive, Suite 210, Sunset Hills, MO 63127

Jeffrey Duncan (CRD# 4656801) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in Sunset Hills, MO and has over 20 years of experience in the finance industry.

2
Sean Duncan, financial advisor Sunset Hills MO
Sean Duncan
CRD#: 7194999
10820 Sunset Office Drive, Suite 210, Sunset Hills, MO 63127

Sean Duncan (CRD# 7194999) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in Sunset Hills, MO and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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