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Duncan David Alfred (Burlingame)


Duncan David Alfred is a large advisory firm based in Burlingame. It manages $90.72 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Duncan David Alfred provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Duncan David Alfred: assets under management

The assets under management (AUM) of Duncan David Alfred is $90.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $90.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.56 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Duncan David Alfred for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Burlingame

The principal office where Duncan David Alfred performs its advisory services is located at 1290 Howard Avenue, Burlingame, CA 94010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-685-0870 or by fax 650-685-1551. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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