Amy
Duncan

Moloney Securities Asset Management LLC

CRD#4193765
Investment Advisor
in Denver, CO
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About this Advisor

Amy Duncan is a certified financial planner operating out of Denver, Colorado, with a total of 13 years of professional experience. Duncan is an advisor for Moloney Securities Asset Management LLC. Their career trajectory has included roles at Moloney Securities Asset Management LLC, Moloney Securities Co., Inc and Moloney Investment Advisory LLC. Duncan has a Series 63 license, designating them as a securities broker, and is approved to serve investors in Colorado. Moloney Securities Asset Management LLC is an advisory company headquartered in Denver, Colorado. The firm has offices in 49 locations and a total of 86 employees. It administers $507 million in assets under management among its 2,107 client accounts, making it one of the larger firms in the country by assets under management. The firm advises six charities and foundations. Of its 2,107 customer accounts, just 11% are associated with high-net-worth investors who have more than $1 million in assets. Moloney Securities Asset Management LLC has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually depend on which services are provided. However, fee types billed by Moloney Securities Asset Management LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1551 Ogden Street
Denver, CO 80218

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Moloney Securities Asset Management LLC Brokerage Details

Total Assets Under Management

$507,074,937

CO Average: $11,469,110,461
Total Number of Employees

86

CO Average: 458
Total Number of Accounts

2,107

CO Average: 33,415
Average Account Size

$240,662

CO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Amy Duncan Work History

Amy has 13 years of experience.

2016 - Present (3 years)

Moloney Securities Asset Management LLC

2016 - 2016 (0 years)

Moloney Investment Advisory LLC

2005 - Present (14 years)

Moloney Securities Co., Inc

Disclosures

Amy Duncan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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