RIA Intel›Advisers›Oregon›DUNCAN, DEAN BRYAN

DUNCAN, DEAN BRYAN

Advisory

OR

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account
$230K
across 14 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
14
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InOR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

TBG INVESTING,LLC
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DIVERGENT FINANCIAL ADVISORY SERVICES LLC
$3M
STRATEGIC FINANCE INC.
CLACKAMAS, OR
$4M
WEIKART ADVISORY SERVICES LLC
$4M
ZEN TRENDS CAPITAL LLC
PORTLAND, OR
$4M
HEISSLER FINANCIAL, LLC
GRESHAM, OR
$3M

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