Duval Investment Group

Duval Investment Group (CRD# 166887) is a financial advisory firm headquartered in Edina, MN. They manage $33,093,366 in 113 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $292,862
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
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.

MN, TX

Financial Advisors at Duval Investment Group
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan M. Duval
CRD#: 6169551
7400 Metro Boulevard, Suite 100g, Edina, MN 55439
90
Wealthminder
score

Jonathan Duval (CRD# 6169551) is an Investment Advisor Representative working at Duval Investment Group in Edina, MN and has over 3 years of experience in the finance industry.

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