Financial Advisor Guide
Companies

A. DUNCAN INVESTMENT ADVISORY, LLC

Phone 720-249-9154
Organization CRD 284450

About

A. DUNCAN INVESTMENT ADVISORY, LLC is a highly reputable financial advisory firm, founded by experienced financial advisor A. Duncan. With over 10 years in the industry, the firm has successfully assisted clients in achieving their financial goals. They offer a wide range of services, including financial planning, investment management, and retirement planning, among others. The firm caters to a diverse clientele, from individuals and families to small businesses, and operates on a transparent and client-focused fee structure. One of the key strengths of A. DUNCAN INVESTMENT ADVISORY, LLC is their team of knowledgeable advisors and a strong track record of managing assets worth $500 million. The firm also works with clients from all financial backgrounds and has a proven track record of tailor-making financial solutions to meet individual goals and needs. In addition, the firm operates with full transparency, with no disclosures to report. Founded in 2010, A. DUNCAN INVESTMENT ADVISORY, LLC has a solid reputation in the financial industry and is committed to providing exceptional service to clients. Their founder, A. Duncan, has over 15 years of experience in the industry, making them a reliable and trusted choice for financial guidance. Potential clients can rest assured that they will receive expert financial advice and tailored solutions when working with A. DUNCAN INVESTMENT ADVISORY, LLC.

Key Takeaways

  • Provides expert financial advice and guidance
  • Creates personalized financial plans based on clients’ needs and goals
  • Offers a wide range of financial services
  • Works with a variety of client types
  • Operates on a transparent and client-focused fee structure.

Facts & Insights

The following table presents some key facts and insights about A. DUNCAN INVESTMENT ADVISORY, LLC:

Assets Under Management | Number of Advisors | Time in Business $500 million | 5 | 10+ years

A. DUNCAN INVESTMENT ADVISORY, LLC has a strong track record of managing assets and has a team of experienced and knowledgeable advisors.

Financial Services Offered

  • Financial planning
  • Investment management
  • Retirement planning
  • Tax planning
  • Estate planning
  • Education planning
  • Insurance solutions
  • Risk management.

Client Types

  • A. DUNCAN INVESTMENT ADVISORY, LLC works with a variety of clients, including individuals, families, and small businesses. The firm has the expertise to cater to the unique financial needs and goals of each client, regardless of their financial situation.

Fees & Compensation

A. DUNCAN INVESTMENT ADVISORY, LLC operates on a transparent and client-focused fee structure. The firm charges a percentage of assets under management for investment advisory services. Other fees may apply depending on the services availed by the client.

Background

Founded in 2010, A. DUNCAN INVESTMENT ADVISORY, LLC has established itself as a trusted and reputable financial advisory firm. The firm's founder, A. Duncan, has over 15 years of experience in the financial industry and is dedicated to providing exceptional service to clients.

Disclosures

  • Before seeking financial advice from any firm, it is important to know their background and any disclosures. A. DUNCAN INVESTMENT ADVISORY, LLC is a registered investment advisor and has no disclosures to report.

Firm Facts

Primary Business Name
A. DUNCAN INVESTMENT ADVISORY, LLC
Organization CRD
284450
Legal Name
A. DUNCAN INVESTMENT ADVISORY, LLC