Key facts
- DUNCAN FINANCIAL PLANNING ADVISORS is a other based in IRWIN, PA.
Registered with the SEC
Form ADV · 2026-03 · CRD 309454- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 16
- Registered office
- IRWIN, PA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as DUNCAN FINANCIAL GROUP LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for DUNCAN FINANCIAL PLANNING ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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