J. Duncan & Associates, P.S. is a large advisory firm based in Tacoma. It manages $45.32 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.
J. Duncan & Associates, P.S provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of J. Duncan & Associates, P.S. is $45.32 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay J. Duncan & Associates, P.S. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jon Michael Duncan has been acting as President since 1 Jun 1994. Ben Jennings joined the executive team most recently as the Director Of Family Wealth Planning.
The principal office where J. Duncan & Associates, P.S. performs its advisory services is located at 1145 Broadway Plaza, Suite 900, Tacoma, WA 98402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 253-572-7111 or by fax 253-272-3143. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.