Investment adviser · CRD 155836

DUNCAN FINANCIAL

Investment adviser filing (IA)

DUNCAN INVESTMENT ADVISORS, INC.

CARLSBAD, CA, United States · Form ADV filed Aug 12, 2015

Regulatory AUM
$237M
Form ADV · Item 5.F
Client accounts
721
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 12, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

5973 AVENIDA ENCINAS, SUITE 210
CARLSBAD, CA, 92008, United States

CRD 155836

Filing source

Form ADV 940970 · Aug 12, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.