Unclaimed Profile

Patrick Alan Duncan

AZALEA MANAGEMENT COMPANY, LLC·GREENVILLE, South Carolina

Clean recordAZALEA 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Alan Duncan is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with AZALEA MANAGEMENT COMPANY, 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

AZALEA MANAGEMENT COMPANY, LLC

AZALEA CAPITAL

AUM

$84M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AZALEA MANAGEMENT COMPANY, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6073289

Firm CRD# 164102

View on FINRA BrokerCheck →

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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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