Duncker Streett & Co

RIASEC RegisteredEst. 2000
Total AUM
$707M
Discretionary
$696M
98% of AUM
Avg account
$1.7M
Accounts
421
Employees
5
Advisory reps
4

Firm details

Headquarters
Saint Louis, Missouri
CRD number
110828
Registered since
December 14, 2000
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI68.63%
  • Charitable Organizations26.1%
  • Individuals3.5%
  • Pension & Profit Sharing Plans1.77%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Duncker Streett & Co is an independent registered investment adviser organized as an LLC and operating since 2000. The firm advises both individual/family clients and institutional clients, offering portfolio management for individuals, small businesses, and institutional entities. Compensation is charged as a percentage of assets under management and, in some cases, via fixed fees. The firm is owned by a combination of a domestic entity and individual owners. It does not describe itself as an ESG-focused manager, is not registered as a multi-state adviser, and does not act as a separate capital allocator or pension consultant. Duncker Streett maintains affiliations across the financial services ecosystem, including relationships with broker-dealers, other investment advisers, trust companies, accounting firms, and insurance companies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Public Funds/Mutual Funds 15%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 4%, US Government Bonds 2%, Other 1%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds15%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds4%
  • US Government Bonds2%

Contacts

3 of 4
  • James Mineman

    James Mineman

    Executive Vice PresidentCRD 2683426

  • Daniel Berg

    Daniel Berg

    Financial Advisor and Registered RepresentativeCRD 6146365

  • Terry Daniels

    Terry Daniels

    Senior Vice PresidentCRD 2612407

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 223

Active vs passive

$156M in ETFs

Passive

95%

$148M

Active

3%

$8.4M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)State StreetPassiveTechnology$14.3M75,1659.18%

Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
8000 Maryland Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth