|
⚲
|
| Keyboard |
| Duncker Streett & Co LLC
✚
|
|
|---|---|
| CRD # | 110828 |
| SEC # | 801-58224 |
| CIK # | 0001020585 |
| AUM | 707.3 M (2026-05-08) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 314-726-2600 |
| Address | 8000 Maryland St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001020585 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 22.2 | ||
| Apple Inc | 20.5 | ||
| Alphabet Inc | 17.5 | ||
| AbbVie Inc | 16.2 | ||
| Microsoft Corp | 15.8 | ||
| J P Morgan Chase & Co | 14.5 | ||
| Nvidia Corp | 14.4 | ||
| Mastercard Inc | 14.1 | ||
| Amazon Com Inc | 11.3 | ||
| Heico Corp | 11.2 | ||
| Thermo Fisher Scientific Inc | 9.9 | ||
| Danaher Corp /DE/ | 9.0 | ||
| Merck & Co Inc | 8.0 | ||
| Lowes Companies Inc | 6.6 | ||
| Palo Alto Networks Inc | 6.5 | ||
| Wal Mart Stores Inc | 6.1 | ||
| Costco Wholesale Corp /NEW | 6.1 | ||
| Quanta Services Inc | 5.7 | ||
| Procter & Gamble Co | 5.6 | ||
| Intercontinentalexchange Group Inc | 5.4 | ||
| Goldman Sachs Group Inc | 5.4 | ||
| Amphenol Corp /DE/ | 5.2 | ||
| Alphabet Inc | 5.1 | ||
| Chevron Corp | 4.9 | ||
| O Reilly Automotive Inc | 4.7 | ||
| McGraw-Hill Companies Inc | 4.5 | ||
| TJX Companies Inc /DE/ | 4.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 24.8 |
| (b) Individuals (high net worth individuals) | 94 | 485.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 12.5 |
| (h) Charitable organizations | 6 | 184.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 707.3 |
| By Discretionary | ||
| Discretionary | 406 | 695.9 |
| Non-Discretionary | 15 | 11.4 |
| Total | 421 | 707.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 707.3 | |
| Total | 421 | 707.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001020585] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arc Advisory LLC
✚
|
CA | 708.3 M |
|
Manske Wealth Management LLC
✚
|
TX | 707.3 M |
|
E & G Advisors LP
✚
|
TX | 706.9 M |
|
Dodds Wealth LLC
✚
|
CO | 706.2 M |
|
Northcape Wealth Management LLC
✚
|
NY | 706.1 M |
|
Skinner Copper & Ehmen Wealth Management LLC
✚
|
IL | 705.7 M |
|
Bond & Devick Financial Network Inc
✚
|
MN | 705.5 M |
|
Rempart Asset Management Inc
✚
|
705.2 M | |
|
Ridgecrest Wealth Partners LLC
✚
|
CA | 705.1 M |
|
Halter Ferguson Financial Inc
✚
|
IN | 705.0 M |