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RIA · CRD 131102State-Registered Investment Adviser

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Duncan Financial Group

DUNCAN FINANCIAL GROUP, LLC is a state-registered investment adviser in MIDLAND PARK, NJ. It has 6 employees and 2 investment advisers. The firm is based in...

Overview

DUNCAN FINANCIAL GROUP, LLC is a state-registered investment adviser in MIDLAND PARK, NJ. It has 6 employees and 2 investment advisers. The firm is based in New Jersey.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Principals

Dan Duncan

Founder / beneficiary of underlying wealth

Sector focus

Energy Transition & RenewablesReal EstatePrivate CreditInfrastructure

Frequently asked questions

Who controls investment decisions at Duncan Financial Group?

The office is governed by the Duncan family, including Dan Duncan's four children who inherited the Enterprise Products Partners stake. His widow, Jan Duncan, and a close circle of long-time advisors from Enterprise are understood to guide strategy. Specific investment committee membership is not publicly disclosed.

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