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Thomas Wesley Duncan

VISION CAPITAL PARTNERS·ANN ARBOR, Michigan
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2211 OLD EARHART RD., ANN ARBOR, MI 48105CRD# 4309377Firm CRD# 175147
01

About

Thomas Wesley Duncan is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with VISION CAPITAL PARTNERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VISION CAPITAL PARTNERS
VISION CAPITAL PARTNERS
AUM
$127M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at VISION CAPITAL PARTNERS →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4309377
Firm CRD# 175147
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Wesley Duncan offer?
Thomas Wesley Duncan specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.
What are Thomas Wesley Duncan's credentials?
Thomas Wesley Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Wesley Duncan located?
Thomas Wesley Duncan is based in ANN ARBOR, Michigan, working with VISION CAPITAL PARTNERS. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does Thomas Wesley Duncan charge for services?
Thomas Wesley Duncan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISION CAPITAL PARTNERS?
VISION CAPITAL PARTNERS has approximately 3 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in MichiganNational Fee Analysis
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