Unclaimed Profile

Paul Roy Duncan

ASB CAPITAL MANAGEMENT LLC·BETHESDA, Maryland

Clean recordASB CAPITAL MANAGEMENT LLC

7501 WISCONSIN AVENUE, WEST TOWER, BETHESDA, MD 20814CRD# 3061348Firm CRD# 110995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Roy Duncan · BETHESDA, MD

Registration

CRD #3061348 · ASB CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Roy Duncan is a registered financial advisor based in BETHESDA, Maryland, affiliated with ASB CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ASB CAPITAL MANAGEMENT LLC

AUM

$29.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASB CAPITAL MANAGEMENT LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3061348

Firm CRD# 110995

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Roy Duncan offer?

Paul Roy Duncan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Paul Roy Duncan's credentials?

Paul Roy Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Roy Duncan located?

Paul Roy Duncan is based in BETHESDA, Maryland, working with ASB CAPITAL MANAGEMENT LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Paul Roy Duncan charge for services?

Paul Roy Duncan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASB CAPITAL MANAGEMENT LLC?

ASB CAPITAL MANAGEMENT LLC has approximately 80 employees and manages $29.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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