Duncker Streett & Co
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 110828
- Registered since
- December 14, 2000
- Website
- www.dunckerstreett.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.63%
- Charitable Organizations26.1%
- Individuals3.5%
- Pension & Profit Sharing Plans1.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Duncker Streett & Co is an independent registered investment adviser organized as an LLC and operating since 2000. The firm advises both individual/family clients and institutional clients, offering portfolio management for individuals, small businesses, and institutional entities. Compensation is charged as a percentage of assets under management and, in some cases, via fixed fees. The firm is owned by a combination of a domestic entity and individual owners. It does not describe itself as an ESG-focused manager, is not registered as a multi-state adviser, and does not act as a separate capital allocator or pension consultant. Duncker Streett maintains affiliations across the financial services ecosystem, including relationships with broker-dealers, other investment advisers, trust companies, accounting firms, and insurance companies.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds4%
- US Government Bonds2%
Contacts
3 of 4
James Mineman
Executive Vice PresidentCRD 2683426

Daniel Berg
Financial Advisor and Registered RepresentativeCRD 6146365

Terry Daniels
Senior Vice PresidentCRD 2612407
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 223Active vs passive
$156M in ETFs
95%
$148M
3%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $14.3M | 75,165 | 9.18% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 8000 Maryland Ave
- Time zone
- CT (UTC-6)
- Office locations
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