DUVAL INVESTMENT GROUP

DUVAL INVESTMENT GROUP of MINNETONKA, MN is an SEC-registered investment adviser (CRD 166887). Regulatory assets under management: $109.5M.

Registration

• CRD: 166887
• Type: Registered investment adviser
• Location: 110 CHESHIRE LANE, MINNETONKA, MN, 55305
• Phone: 952-905-3643
• Latest filing: 2026-01-08
• Regulatory AUM: $109.5M
• Discretionary AUM: $109.4M
• Non-discretionary AUM: $52K
• Clients: 1
• Accounts: 201

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166887 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search