1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2J. DUNCAN & ASSOCIATES, P.S.

Map pinTACOMA, WA
Phone253-572-7111
NotebookSEC #801-56245
Total AUM
$45.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1145 BROADWAY PLAZA, SUITE 900
TACOMA
WA 98402
USA
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
253-572-7111

ReceiptFinancials

Total AUM
$45.3M
Accounts
174
Discretionary
$40.3M
Accounts
107
Non-Discretionary
$5M
Accounts
67

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account