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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Duane Duncan is owned by Donald Duane Duncan. Peter Todd Marchese joined the executive team most recently as the Portfolio Manager.
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.