Duncan Financial Group, LLC
Firm details
- Headquarters
- Midland Park, New Jersey
- CRD number
- 131102
- Website
- www.dfgroup.org
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Duncan Financial Group, LLC is organized as a limited liability company owned by an individual and operates primarily as a financial planning practice. The firm bills clients via a fixed-fee arrangement rather than an AUM or commission model. According to the profile data, the adviser is not classified as an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. The record also notes the firm is not categorized as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Timothy Duncan
Managing PrincipalCRD 2821479
Jason Armenti
AdvisorCRD 2466909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Midland Park, NJ
Bergen
Location
Midland Park, NJ
Headquartered in Midland Park, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 6 Prospect St
- Time zone
- ET (UTC-5)
- Office locations
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