DUNCKER STREETT & CO.

Overview

Duncker Streett & Co. is an independent Registered Investment Adviser organized as an LLC and registered with the SEC since 2000. The firm serves both individuals and families as well as institutional clients, offering portfolio management for private clients, small businesses and institutions. Its fees are charged both as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator. Business relationships extend into other financial services: Duncker Streett & Co. maintains affiliations with broker-dealers, other investment advisers, trust companies, accounting firms, and insurance companies, suggesting coordination across custody, reporting, and ancillary fiduciary services. Ownership is described as a mix of domestic entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices