Donald Duane Duncan (Downers Grove)

Name: Donald Duane Duncan
Address: 1043 Curtss St, Downers Grove, IL, 60515
Telephone: 630-271-0033

Donald Duane Duncan is a large advisory firm based in Downers Grove. It manages $42.5 million of regulatory assets for 217 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Illinois.

Donald Duane Duncan provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Donald Duane Duncan: assets under management

The assets under management (AUM) of Donald Duane Duncan is $42.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $195.85 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Donald Duane Duncan for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Donald Duane Duncan

Donald Duane Duncan is owned by Donald Duane Duncan. Peter Todd Marchese joined the executive team most recently as the Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Duane Duncan	Owner	1 Aug 1997	75% - 100%	2180060
Rebecca Hensley Connery	Chief compliance officer	1 Oct 2006	Other	5245753
Peter Todd Marchese	Portfolio manager	1 Jan 2008	Other	1966166

Based in Downers Grove

The principal office where Donald Duane Duncan performs its advisory services is located at 1043 Curtss St, Downers Grove, IL 60515 The mailing address of the firm is 1625 Prairie Ave, Downers Grove, IL 60515. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-271-0033 or by fax 866-385-8998. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.d3financialcounselors.com.