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DUVAL INVESTMENT GROUP
DUVAL INVESTMENT GROUP, LLC
CRD 166887
110 CHESHIRE LANE, SUITE 390, MINNETONKA, MN, 55305, United States
Phone
952-905-3643
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$109.5M
Discretionary AUM
$109.4M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $108.0M |
All web addresses on file
Official SEC filing: View on IAPD