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Duncan Financial Management, Inc.

Duncan Financial Management, Inc.. CRD 150849

Duncan Financial Management, Inc. logo

CRD: 150849

Duncan Financial Management, Inc.

Sunset Hills, MO, 63127
3148351111
$25.4M Total AUM
$25.4M Disc. AUM
-- 3Y CAGR
2 Employees
375 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Peak vital
Established Date
09-14-2009
Office Locations
1

Office Locations

10820 Sunset Office Drive Suite 210 Sunset Hills MO

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."

Team overview

70 AVG AGE
$12.7M AVG AUM / ADVISOR
$67.8K AVG AUM / CLIENT
9.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Momentum timber Unison Momentum ridge

Client Personas

Zenith

Investment Themes

Oak Eagle Focus Wave Fusion

Investment Vehicles

Pathway Quantum

Services

Eagle Capital meridian Zenith summit Element Timber radial Prime Capital

Technology

Frontier

Owner & Executives

J

JEFFREY RICHARD DUNCAN

Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL

CRD
#4656801
Ownership
75% or more
(627) 954-4908
foundation.unison@embercapital.com
in linkedin.com/in/optima-oak

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Contacts

SEAN DUNCAN

SEAN DUNCAN

Associate

CRD
#7194999
(601) 571-1088
value.momentum@matrixcapital.com
in linkedin.com/in/capital-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$25.4M Total SMA
Public Funds:
28.5%
Equity - Exchange:
16.7%
Cash:
24.9%
Municipal Bonds:
8.5%
U.S. Government/Agency:
21.4%
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%

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