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Paul Roy Duncan

ASB CAPITAL MANAGEMENT LLC·BETHESDA, Maryland
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7501 WISCONSIN AVENUE, WEST TOWER, BETHESDA, MD 20814CRD# 3061348Firm CRD# 110995
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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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ASB CAPITAL MANAGEMENT LLC
ASB CAPITAL MANAGEMENT LLC
AUM
$29.7B
Regulatory assets under management
Employees
80
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3061348
Firm CRD# 110995
No disclosures on file
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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