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Building 2DUNCAN FINANCIAL MANAGEMENT, INC.

Map pinSUNSET HILLS, MO
Phone314-835-1111
NotebookSEC #801-70390
Total AUM
$5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10805 SUNSET OFFICE DRIVE, SUITE 212
SUNSET HILLS
MO 63127
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
314-835-1111

ReceiptFinancials

Total AUM
$5M
Accounts
140
Discretionary
$0
Accounts
0
Non-Discretionary
$5M
Accounts
140

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
WRAP-FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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

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