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Building 2DUNCAN FINANCIAL PLANNING ADVISORS

Map pinIRWIN, PA
Phone724-863-3420
NotebookSEC #801-119284
Total AUM
$0
Employees
16
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
311 MAIN ST.
IRWIN
PA 15642
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
724-863-3420
Other Offices
79

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningOther Services
Other Services
THIRD PARTY SOLICITOR AND THIRD PARTY SOLICITOR SUPERVISOR
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
REFERRAL FEES FROM ANOTHER RIA FIRM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAIDILINMDNVOHPATNTXUTVAWAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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