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Building 2DUNCAN FINANCIAL

Map pinCARLSBAD, CA
Phone760-476-1560
NotebookSEC #801-72027
Total AUM
$236.7M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5973 AVENIDA ENCINAS
SUITE 210
CARLSBAD
CA 92008
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
760-476-1560

ReceiptFinancials

Total AUM
$236.7M
Accounts
721
Discretionary
$236.7M
Accounts
721
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALANVORTX

HandshakeAffiliates

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

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