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DUNCAN FINANCIAL GROUP

Business and Investment Profile

The DUNCAN FINANCIAL GROUP is a privately held investment adviser that advises $0 in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. DUNCAN FINANCIAL GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 5.76 years and is comprised of 1 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 311 MAIN ST., IRWIN, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 16 employees comprised of 0 investment and 16 non-investment staff. The total number of Employees decreased by 5.88% over the last 5-years.

Asset Profile

Their $0 in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients total $0.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees and fixed fees.

Sub-Advisers

DUNCAN FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: DUNCAN FINANCIAL GROUP

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Keywords: Duncan Financial Group, Duncan
Generated 2026-09-12T06:54:59.2653317.  © 2026 Convergence.