SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Duncker Streett & Co.
St. Louis, MO
Duncker, Streett & Co., LLC, CRD 110828
Firm filing updated May 8, 2026 ·
- $707.3MAssets
- 2Advisory staff
- 421Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals94
- Individuals71
- Charities6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 71 | $24.8 million |
| High net worth individuals | 94 | $485.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $12.5 million |
| Charitable organizations | 6 | $184.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$707.3 million
- Accounts421
- Discretionary$695.9 million · 406 accounts
- Non-discretionary$11.4 million · 15 accounts
People
- Employees5
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Duncker, Streett & Co., LLC SEC-registered investment advisor. CRD 110828, SEC file 801-58224.
- Registered with the SEC as an investment advisor (status date on record: December 14, 2000).
Is Duncker Streett & Co. a fiduciary?
Short answer: Duncker Streett & Co. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.