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DUNCAN FINANCIAL PLANNING ADVISORS
DUNCAN FINANCIAL GROUP LLC
CRD 309454 · SEC 801-119284
311 MAIN ST., IRWIN, PA, 15642, United States
Phone
724-863-3420
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
16 total employees; 0 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees; REFERRAL FEES FROM ANOTHER RIA FIRM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningTHIRD PARTY SOLICITOR AND THIRD PARTY SOLICITOR SUPERVISOR
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $0 |
States served
AZ, CA, GA, ID, IL, IN, MD, NV, OH, PA, TN, UT, VA, WV, WA, TX, CT, FL
Official SEC filing: View on IAPD