DUNCAN INVESTMENT ADVISORS, INC.

DUNCAN INVESTMENT ADVISORS, INC. of CARLSBAD, CA is an SEC-registered investment adviser (CRD 155836). Regulatory assets under management: $236.7M.

Registration

• CRD: 155836
• SEC file number: 801-72027
• Type: Registered investment adviser
• Location: 5973 AVENIDA ENCINAS, SUITE 210, CARLSBAD, CA, 92008
• Phone: 760-476-1560
• Latest filing: 2015-08-12
• Regulatory AUM: $236.7M
• Discretionary AUM: $236.7M
• Clients: 7
• Accounts: 721

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 155836 on SEC IAPD (source of record)
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