Overview
Assets Under Management: $441 million
Headquarters: LAWRENCE, KS
High-Net-Worth Clients: 140
Average Client Assets: $2.2 million
Frequently Asked Questions
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168246), EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC is headquartered in LAWRENCE, KS.
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC serves 140 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC manages $441 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.11%
Average Client Assets: $2.2 million
Total Client Accounts: 1,242
Discretionary Accounts: 1,079
Non-Discretionary Accounts: 163
Regulatory Filings
CRD Number: 168246
Filing ID: 1837927
Last Filing Date: 2024-03-21 15:31:00