Duncan, Dean Bryan

Overview

Duncan, Dean Bryan operates as a sole-proprietor, independent registered investment adviser focused on fee-based portfolio management for individuals, families and small businesses. The firm charges a percentage-of-assets fee and manages client relationships on a discretionary basis. It describes its client base as individual and family investors rather than institutional or retirement-plan sponsors. The adviser is not positioned as an ESG manager, pension consultant, or multi-state adviser; it is structured and marketed around a single-practitioner model.

Assets & Accounts

Public Holdings

Investments & Alternatives