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Lisa K. Duntz

ACQUISITION OPCO, LLC·SALISBURY, Connecticut
Unclaimed Profile
194 MAIN STREET, SALISBURY, CT 06068CRD# 7312252Firm CRD# 311623
01

About

Lisa K. Duntz is a registered financial advisor based in SALISBURY, Connecticut, affiliated with ACQUISITION OPCO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
AUM
$6.5B
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at PRAIRIE CAPITAL MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: REVENUE SHARING FRS & ELIGIBLE CREDIT & CASH MANAGEMENT SOLUTION
Regulatory
SEC/IARD CRD# 7312252
Firm CRD# 311623
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa K. Duntz offer?
Lisa K. Duntz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SALISBURY, Connecticut for a consultation.
What are Lisa K. Duntz's credentials?
Lisa K. Duntz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa K. Duntz located?
Lisa K. Duntz is based in SALISBURY, Connecticut, working with ACQUISITION OPCO, LLC. Their office serves clients in the SALISBURY metropolitan area and surrounding communities.
How does Lisa K. Duntz charge for services?
Lisa K. Duntz's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: revenue sharing frs & eligible credit & cash management solution. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACQUISITION OPCO, LLC?
ACQUISITION OPCO, LLC has approximately 48 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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