RIA Intel›Advisers›Minnesota›DUVAL INVESTMENT GROUP, LLC

DUVAL INVESTMENT GROUP, LLC

Advisory

MINNETONKA, MN

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in MN
#393
of 511 advisers by AUM
Average account
$545K
across 201 accounts
AUM per adviser
$109M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM
$109M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$109M
Discretionary AUM$109M
Non-Discretionary AUM$52K
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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