DUNCAN FINANCIAL GROUP LLC

DUNCAN FINANCIAL PLANNING ADVISORS
IRWIN, Pennsylvania·6 registered advisors·CRD# 309454
SEC# 801-11928480724-863-3420
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
19
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Other
Compensation
Hourly charges
Subscription fees
Other: REFERRAL FEES FROM ANOTHER RIA FIRM
03

Specialties

Financial Planning
04

Advisors at DUNCAN FINANCIAL GROUP LLC

6 registered advisors
Daniel Travis Girardi
IRWIN, Pennsylvania
David Scott Duncan
IRWIN, Pennsylvania
Jeffrey Turner
IRWIN, Pennsylvania
Larry Lund Qvistgaard
IRWIN, Pennsylvania
Michael John Rossi
IRWIN, Pennsylvania
Michael Sheridan Reddy
IRWIN, Pennsylvania
05

Office Locations

IRWIN, Pennsylvania
6 advisors

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Data sourced from SEC Form ADV filings. DUNCAN FINANCIAL GROUP LLC (CRD# 309454) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.