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Building 2EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC

Map pinLAWRENCE, KS
Phone(785) 856-2222
NotebookSEC #801-78373
Total AUM
$440.5M
Employees
6
Clients
476

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
645 MASSACHUSETTS STREET
SUITE 300
LAWRENCE
KS 66044
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
(785) 856-2222

ReceiptFinancials

Total AUM
$440.5M
Accounts
1,242
Discretionary
$393.8M
Accounts
1,079
Non-Discretionary
$46.7M
Accounts
163

ContactClients

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Individual Clients
329
AUM
$68.7M
HNW Individual Clients
140
AUM
$304.4M
Charitable Organization Clients
1
AUM
$16.1M
Corporation or Business Clients
6
AUM
$51.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLKSMONCNETNTXWA

HandshakeAffiliates

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

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