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Home > Retirement Planners > connecticut > old greenwich > DUKE FUNDING MANAGEMENT, L.L.C.
DUKE FUNDING MANAGEMENT, L.L.C.
53 Forest Avenue
3rd Floor
Old Greenwich, Connecticut 06870
Tel: 203-698-1200
About DUKE FUNDING MANAGEMENT, L.L.C.
DUKE FUNDING MANAGEMENT, LLC, formally registered with the SEC as DUKE FUNDING MANAGEMENT, LLC. The firm was established in 04/05/2002. They have over 1 offices throughout the country.
DUKE FUNDING MANAGEMENT, L.L.C. is a Old Greenwich, Connecticut based Financial Planning firm with nearly $150,395,982 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 162 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117590 |
| SEC# | 801-61009 |
| Assets Managed by Firm | $150,395,982 |
| No. of Clients | 4 |
| No. of Advisors | 162 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $150,395,982 |
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