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DUNCAN FINANCIAL MANAGEMENT, INC.
CRD 150849 · SEC 801-70390
10820 SUNSET OFFICE DRIVE, SUITE 210, SUNSET HILLS, MO, 63127, United States
Phone
314-835-1111
Fax
314-835-1229
Registration
— (—)
Source
State registered
Total AUM
$25.4M
Discretionary AUM
$25.4M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 362 | $21.6M |
| High net worth individuals | 13 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD