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Patrick Alan Duncan

AZALEA MANAGEMENT COMPANY, LLC·GREENVILLE, South Carolina
Clean record8 years registeredAZALEA MANAGEMENT COMPANY, LLC
55 BEATTIE PLACE, GREENVILLE, SC 29601CRD# 6073289Firm CRD# 164102

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Alan Duncan · GREENVILLE, SC
Registration
CRD #6073289 · AZALEA MANAGEMENT COMPANY, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

AZALEA CAPITAL
Jul 2018 – present
02

Registrations & Exams

Registration record
First registered · July 28, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AZALEA MANAGEMENT COMPANY, LLC
CRD 164102 · SEC 801-80201
AUM
$84M
Regulatory assets under management
Employees
7
2 client accounts
Services offered by AZALEA MANAGEMENT COMPANY, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at AZALEA MANAGEMENT COMPANY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Patrick Alan Duncan offer?
Patrick Alan Duncan specializes in Retirement Planning. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Patrick Alan Duncan's credentials?
Patrick Alan Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Alan Duncan located?
Patrick Alan Duncan is based in GREENVILLE, South Carolina, working with AZALEA MANAGEMENT COMPANY, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Patrick Alan Duncan charge for services?
Patrick Alan 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 AZALEA MANAGEMENT COMPANY, LLC?
AZALEA MANAGEMENT COMPANY, LLC has approximately 7 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AZALEA MANAGEMENT COMPANY, LLC

Marshall Henderson Cole Iii
GREENVILLE, SC

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Research
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