Unclaimed Profile

Kenneth Maitland Duncan

CASTLE PEAK CAPITAL ADVISORS, LLC·MINNEAPOLIS, Minnesota

Clean recordCASTLE PEAK CAPITAL ADVISORS, LLC

120 SOUTH 6TH STREET, MINNEAPOLIS, MN 55402-1531CRD# 866500Firm CRD# 161191

Profile Verification

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

Identity

Kenneth Maitland Duncan · MINNEAPOLIS, MN

Registration

CRD #866500 · CASTLE PEAK CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kenneth Maitland Duncan is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with CASTLE PEAK CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CASTLE PEAK CAPITAL ADVISORS, LLC

AUM

$79M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at CASTLE PEAK CAPITAL ADVISORS, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 866500

Firm CRD# 161191

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kenneth Maitland Duncan offer?

Kenneth Maitland Duncan specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Kenneth Maitland Duncan's credentials?

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

Where is Kenneth Maitland Duncan located?

Kenneth Maitland Duncan is based in MINNEAPOLIS, Minnesota, working with CASTLE PEAK CAPITAL ADVISORS, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Kenneth Maitland Duncan charge for services?

Kenneth Maitland 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 CASTLE PEAK CAPITAL ADVISORS, LLC?

CASTLE PEAK CAPITAL ADVISORS, LLC is a registered investment adviser with the SEC, managing $79M in regulatory assets under management. See their Form ADV for full details.

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