DUNCAN FINANCIAL MANAGEMENT, INC.
DUNCAN FINANCIAL MANAGEMENT, INC. of SUNSET HILLS, MO is an SEC-registered investment adviser (CRD 150849). Regulatory assets under management: $25.4M.
Registration
- CRD: 150849
- SEC file number: 801-70390
- Type: Registered investment adviser
- Location: 10820 SUNSET OFFICE DRIVE, SUNSET HILLS, MO, 63127
- Phone: 314-835-1111
- Latest filing: 2026-03-18
- Regulatory AUM: $25.4M
- Discretionary AUM: $25.4M
- Clients: 2
- Accounts: 423
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Corporations.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| DUNCAN JEFFREY RICHARD | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
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