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RIA · CRD 150849SEC-Registered

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Duncan Financial Management

DUNCAN FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser in SUNSET HILLS, MO. The firm manages approximately $25 million in regulatory assets.

Overview

DUNCAN FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser in SUNSET HILLS, MO. The firm manages approximately $25 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Duncan Financial Management?

No named principals or investment professionals associated with Duncan Financial Management are publicly identified. The firm's leadership and decision-making structure remain undisclosed.

What investment strategies does Duncan Financial Management pursue?

No information is publicly available regarding the firm's asset-class mix, stage preferences, or direct vs. fund-based approach. Its investment posture has not been disclosed.

Does Duncan Financial Management participate in co-investments?

There are no public records of co-investment activity or partnership with external GPs. The firm's stance on co-investments is unknown.

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