Duval Investment Group

Duval Investment Group (CRD# 166887) is a financial advisory firm headquartered in Bloomington, MN. They manage $83,018,322 in 184 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3601 Minnesota Drive, Suite 510, Bloomington, MN 55435
http://www.duvalinvestments.com
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $451,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
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 Duval, financial advisor Bloomington MN
Jonathan M. Duval
CRD#: 6169551
3601 Minnesota Drive, Suite 510, Bloomington, MN 55435

Jonathan Duval (CRD# 6169551) is an Investment Advisor Representative working at Duval Investment Group in Bloomington, MN and has over 11 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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