About DUNCKER STREETT & CO.
DUNCKER STREETT & CO. is a highly reputable financial firm with a team of experienced and knowledgeable advisors. Established in 1990, the firm has been providing top-notch financial services to clients for over 30 years. With a focus on professionalism, transparency, and client satisfaction, DUNCKER STREETT & CO. has earned a strong reputation in the financial industry.
Facts and Insights
Here are some key facts and insights about DUNCKER STREETT & CO. and its services:
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | over 30 years |
How does the advisor help clients – Key Takeaways:
When it comes to helping clients, DUNCKER STREETT & CO. stands out for its strategic and customized approach. The firm’s advisors understand that every client has unique financial goals and needs, and they work closely with each client to develop a personalized investment plan. Whether it’s retirement planning, tax efficiency, or risk management, DUNCKER STREETT & CO.’s advisors have the expertise and resources to help clients achieve their financial goals.
Financial Services Offered
DUNCKER STREETT & CO. offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Wealth management
Client Types
The firm caters to a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Corporations
- Non-profit organizations
Fees & Compensation
At DUNCKER STREETT & CO., the fees and compensation structure is transparent and straightforward. The firm charges a percentage of assets under management as an annual fee. This incentivizes the advisors to focus on growing the clients’ assets, as the firm’s success is directly tied to the clients’ success. DUNCKER STREETT & CO. does not receive any commissions or third-party payments, ensuring that the advisors’ recommendations are always in the best interest of the clients.
Background
The team at DUNCKER STREETT & CO. is comprised of highly educated and experienced professionals who are dedicated to providing top-quality financial services. The majority of the advisors hold advanced degrees and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). With a strong commitment to ongoing education and staying up-to-date with industry trends, the advisors at DUNCKER STREETT & CO. are well-equipped to handle even the most complex financial situations.
Financial Advisor Disclosures to Know
As a reputable financial firm, DUNCKER STREETT & CO. holds itself to the highest standards of integrity and transparency. The firm is registered with the Securities and Exchange Commission (SEC) and is also a member of the Financial Industry Regulatory Authority (FINRA). Additionally, the firm has a clean record with no past or pending disciplinary actions.