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Home > Retirement Planners > missouri > st louis > DUNCKER STREETT & CO.
DUNCKER STREETT & CO.
8000 Maryland
Suite 1100
St. Louis, Missouri 63105
Tel: 314-726-2600
About DUNCKER STREETT & CO.
DUNCKER STREETT & CO, formally registered with the SEC as DUNCKER STREETT & CO. The firm was established in 12/14/2000. They have over 1 offices throughout the country.
DUNCKER STREETT & CO. is a St. Louis, Missouri based Financial Planning firm with nearly $599,643,750 assets under management, offering retirement planning & investment advisory services to 422 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110828 |
| SEC# | 801-58224 |
| Assets Managed by Firm | $599,643,750 |
| No. of Clients | 422 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 422 | $599,643,750 |
| Individuals (other than high net worth individuals) | 91 | $29,162,856 |
| High net worth individuals | 86 | $393,198,274 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,915,326 |
| Charitable organizations | 7 | $167,247,804 |
| Corporations or other businesses | Fewer than 5 clients | $1,119,490 |
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