$109.5M Total AUM
$109.4M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Signal pioneer
- Established Date
- 03-14-2013
- Office Locations
- 1
Office Locations
110 Cheshire Lane Suite 390 Minnetonka MN
About Duval Investment Group
Duval Investment Group is an independent RIA in Minnetonka, MN providing planning-led advice—cash-flow projections, goal-based asset allocation, and ongoing portfolio management with an emphasis on cost and tax minimization. The firm serves retail clients, including business owners, and commonly implements portfolios using public funds and ETFs, custodied primarily at Schwab and Fidelity.
Team overview
-- AVG AGE
$109.5M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Momentum Capital pioneer Catalyst matrix
Client Personas
Quantum
Custodian
North ember Element
Investment Themes
Radial prime Peak Prime pioneer North
Investment Vehicles
Pathway delta
Services
Unison north Crest element Quantum insight Element meridian Horizon Momentum glacier Ember crest Value Meridian
Technology
Harbor
Owner & Executives
J
JONATHAN MICHAEL DUVAL
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #6169551
- Ownership
- 75% or more
(868) 959-4045
summit.prime@momentumcapital.com
in linkedin.com/in/signal-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,401,648 | -- |
| Non-Discretionary | $51,572 | -- |
| Total | $109,453,220 | -- |
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Separately Managed Accounts
Total SMA Asset: $109,453,220
Public Funds:
19.3% Equity - Exchange:
17.4% Cash:
26.1% Municipal Bonds:
29.3% U.S. Government/Agency:
7.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $640,184,393 | 19.3% |
| Equity - Exchange | $577,161,059 | 17.4% |
| Cash | $865,741,589 | 26.1% |
| Municipal Bonds | $971,886,152 | 29.3% |
| U.S. Government/Agency | $262,044,389 | 7.9% |
| Total | $3,317,017,582 | 100.0% |