Duncan, Dean Bryan

Overview

Dean Bryan Duncan operates a sole-proprietorship advisory practice focused on portfolio management for individual and small-business clients. The firm charges a percentage-of-AUM fee and manages client assets on a discretionary basis. Investment activity centers on public equity exposure, with a clear preference for exchange-traded securities, while maintaining access to real estate allocations and annuity products for diversification and income objectives. The practice is not positioned as an ESG specialist, and it serves a compact, locally focused client base rather than a multi-state or institutional audience.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices