Investment adviser · CRD 309454
DUNCAN FINANCIAL PLANNING ADVISORS
Investment adviser filing (IA)
DUNCAN FINANCIAL GROUP LLC
IRWIN, PA, United States · Form ADV filed Mar 10, 2026
- Employees
- 16 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3 | $0 | Not reported |
Filing source
Form ADV 2066136 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 10, 2026. View historical filings
Reported services
Financial planning
Compensation
Hourly · Fixed
Principal office
311 MAIN ST.IRWIN, PA, 15642, United States
CRD 309454
Filing source
Form ADV 2066136 · Mar 10, 2026 · 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.