Duncan Financial Group LLC
● SEC registered since 2020CRD 309454SEC# 801-119284Irwin, PA
Reg. AUM
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Employees
16
Accounts
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Location
Irwin, PA
Duncan Financial Group LLC assets under management
Duncan Financial Group LLC operates as an SEC-registered investment adviser based in Irwin, PA. The firm has been registered since 2020. It employs 16 people.
Duncan Financial Group LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Duncan Control | Ceo | Under 5% | 2025 |
| David Scott Duncan Control | Vice President | Under 5% | 2025 |
| Keystone Agency Partners LLC Control | Owner | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Duncan Financial Group LLC have?
Duncan Financial Group LLC reports 16 employees.
Where is Duncan Financial Group LLC located?
Duncan Financial Group LLC is based in Irwin, PA and has been SEC-registered since 2020.
Does Duncan Financial Group LLC disclose fund performance?
Duncan Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 311 Main St., Irwin, PA 15642 |
| Phone | 724-863-3420 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 29%
More than 71% of 16,825 advisers