Duncker Streett & Co

RIASEC Registered

Total AUM

$707M

Discretionary

$696M

98% of AUM

Avg account

$1.7M

Accounts

421

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 110828
Registered since: December 14, 2000
Website: www.dunckerstreett.com
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 that has been SEC registered since 2000. Structured as an LLC, the firm provides discretionary and non-discretionary portfolio management to individuals, families, small businesses and institutional clients. Its advisory engagements are compensated through a mix of asset-based fees and fixed-fee arrangements. The firm reports a preference for equities as the core allocation theme and does not identify itself as an active ESG investor or a pension consultant. The firm operates within a broader ecosystem of industry relationships, maintaining affiliations with broker-dealers, other investment advisers, trust companies, accounting firms and insurance companies. Those connections support both custody and third-party service relationships the firm uses to implement client portfolios.