DUNCAN INVESTMENT ADVISORS, INC.
CRD #155836 SEC #801-72027 CARLSBAD, CA 760-476-1560
SEC Registered
Total AUM
$190.9M
Discretionary
$190.9M
Employees
8
Clients
0
Accounts
677
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2015 | $236.7M | $236.7M | $0 | 7 | 500 |
| Mar 2015 | $236.7M | $236.7M | $0 | 7 | 500 |
| Nov 2014 | $217.5M | $217.5M | $0 | 7 | 500 |
| Aug 2014 | $217.5M | $217.5M | $0 | 7 | 500 |
| Jul 2014 | $217.5M | $217.5M | $0 | 7 | 500 |
| Apr 2014 | $217.5M | $217.5M | $0 | 7 | 500 |
| Feb 2014 | $217.5M | $217.5M | $0 | 7 | 500 |
| Dec 2013 | $190.9M | $190.9M | $0 | 8 | 500 |
| Sep 2013 | $190.9M | $190.9M | $0 | 8 | 500 |
| Mar 2013 | $190.9M | $190.9M | $0 | 8 | 500 |
| Feb 2012 | $153.5M | $153.5M | $0 | 1 | 500 |
| Aug 2011 | $28.5M | $28.5M | $0 | 5 | -- |
| Jun 2011 | $28.5M | $28.5M | $0 | 5 | -- |
| Jun 2011 | $28.5M | $28.5M | $0 | 5 | -- |
| Apr 2011 | $28.5M | $28.5M | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
DateAug 2015
Total AUM$236.7M
Discretionary$236.7M
Non-Disc.$0
Employees7
Clients500
DateMar 2015
Total AUM$236.7M
Discretionary$236.7M
Non-Disc.$0
Employees7
Clients500
DateNov 2014
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees7
Clients500
DateAug 2014
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees7
Clients500
DateJul 2014
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees7
Clients500
DateApr 2014
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees7
Clients500
DateFeb 2014
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees7
Clients500
DateDec 2013
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees8
Clients500
DateSep 2013
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees8
Clients500
DateMar 2013
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees8
Clients500
DateFeb 2012
Total AUM$153.5M
Discretionary$153.5M
Non-Disc.$0
Employees1
Clients500
DateAug 2011
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--