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Duncan Financial Group LLC

● SEC registered since 2020CRD 309454SEC# 801-119284Irwin, PA
Export (members)
Reg. AUM
—
Employees
16
Accounts
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Location
Irwin, PA

Duncan Financial Group LLC assets under management

Duncan Financial Group LLC operates as an SEC-registered investment adviser based in Irwin, PA. The firm has been registered since 2020. It employs 16 people.
View on SEC.gov ↗

Duncan Financial Group LLC owners & executives

9 reported
NameTitleOwnershipSince
David Scott Duncan ControlChief Executive OfficerUnder 5%2020
Keystone Agency Partners LLC ControlOwnerOver 75%2020
Larry Lund Qvistgaard ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How many employees does Duncan Financial Group LLC have?

Duncan Financial Group LLC reports 16 employees.

Where is Duncan Financial Group LLC located?

Duncan Financial Group LLC is based in Irwin, PA and has been SEC-registered since 2020.

Does Duncan Financial Group LLC disclose fund performance?

Duncan Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address311 Main St., Irwin, PA 15642
Phone724-863-3420
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo