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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Peak vital
- Established Date
- 09-14-2009
- Office Locations
- 1
Office Locations
About Duncan Financial Management, Inc.
Duncan Financial Management, Inc. provides comprehensive retirement-focused financial planning and wealth management for individuals in or approaching retirement, integrating insurance planning with long-term portfolio guidance. Based in Missouri with an office in West Palm Beach, the firm’s managed portfolios skew heavily to ETFs with a modest allocation to municipal and U.S. government bonds. Founder Jeff Duncan hosts the TV show "Your Money with Jeff Duncan."
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Owner & Executives
JEFFREY RICHARD DUNCAN
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4656801
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SEAN DUNCAN
Associate
- CRD
- #7194999
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,434,547 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,434,547 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,434,547
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,624,880,192 | 28.5% |
| Equity - Exchange | $952,122,779 | 16.7% |
| Cash | $1,419,632,168 | 24.9% |
| Municipal Bonds | $484,613,391 | 8.5% |
| U.S. Government/Agency | $1,220,085,477 | 21.4% |
| Total | $5,701,334,007 | 100.0% |