J. Duncan & Associates, P.S. (Tacoma)

J. Duncan & Associates, P.S. is a large advisory firm based in Tacoma. It manages $45.32 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

J. Duncan & Associates, P.S provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

J. Duncan & Associates, P.S: assets under management

The assets under management (AUM) of J. Duncan & Associates, P.S. is $45.32 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.3 million in discretionary accounts and $5.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $376.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $75.01 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J. Duncan & Associates, P.S. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at J. Duncan & Associates, P.S.

Jon Michael Duncan has been acting as President since 1 Jun 1994. Ben Jennings joined the executive team most recently as the Director Of Family Wealth Planning.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jon Michael Duncan	President/chief investment officer	1 Jun 1994	75% - 100%	2121572
Ben Jennings	Director of family wealth planning	1 Nov 1997	Other	2999507

Based in Tacoma

The principal office where J. Duncan & Associates, P.S. performs its advisory services is located at 1145 Broadway Plaza, Suite 900, Tacoma, WA 98402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.