Insights

Expansion Opportunity Duncan Financial Group recently expanded to Midland, Texas, indicating growth activity and potential need for regional IT, compliance, and cybersecurity services to support additional offices and staff.

Boutique Independent As a small, independent RIA with a boutique family approach, there may be opportunities to offer scalable client onboarding, CRM integration, and privacy/compliance solutions tailored to fiduciary practices.

Regulatory Footprint Operations are limited to specific states; sales outreach can target growth in existing states or help with regulatory compliance, state registrations, and advisory platform enhancements to broaden reach.

Technology Stack Current tech includes cloud, analytics, and document management tools (AWS, Drupal, DocuSign, Datadog, New Relic). Potential upsell in security hardening, performance monitoring, and protected data workflows.

Revenue Profile Revenue under one million with a lean team suggests opportunities for cost-effective, scalable SaaS or managed services, as well as training, vendor management, and outsourced IT support to drive efficiency.

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Duncan Financial Group, LLC Tech Stack

Duncan Financial Group, LLC uses 8 technology products and services including Varnish, Amazon Web Services, Drupal, and more. Explore Duncan Financial Group, LLC's tech stack below.

Varnish
Caching
Amazon Web Services
Cloud Hosting
Drupal
Content Management System
Percona
Database
jQuery
Javascript Libraries
DocuSign
Miscellaneous
Datadog
Real User Monitoring
New Relic
Real User Monitoring

Media & News

Duncan Financial Group expands offices to Midland, Texas, United States, Northern America, Americas.
Duncan Financial Group, a financial services company that offers financial support in a variety of areas including investment management, tax management, estate planning and insurance support, is relocating to Midland Park, where it will take space in the Azarian Building.
Dec 11, 2023 | www.roi-nj.com

Duncan Financial Group, LLC's Email Address Formats

Duncan Financial Group, LLC uses at least 1 email format:

Duncan Financial Group, LLC Email Formats	Example	Percentage
First@dfgroup.org	John@dfgroup.org	100%

Frequently Asked Questions

What is Duncan Financial Group, LLC's phone number?

You can contact Duncan Financial Group, LLC's main corporate office by phone at

+1-201-612-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Duncan Financial Group, LLC's official website and social media links?

Duncan Financial Group, LLC's official website is dfgroup.org and has social profiles on LinkedIn.

How much revenue does Duncan Financial Group, LLC generate?

As of July 2026, Duncan Financial Group, LLC's annual revenue is estimated to be <$1M.

What is Duncan Financial Group, LLC's NAICS code?

Duncan Financial Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Duncan Financial Group, LLC have currently?

As of July 2026, Duncan Financial Group, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Administrative Assistant: J. L. and Financial Advisor: T. D. Explore Duncan Financial Group, LLC's employee directory with LeadIQ.

What industry does Duncan Financial Group, LLC belong to?

Duncan Financial Group, LLC operates in the Financial Services industry.

What technology does Duncan Financial Group, LLC use?

Duncan Financial Group, LLC's tech stack includes Varnish, Amazon Web Services, Drupal, Percona, jQuery, DocuSign, Datadog and New Relic.

What is Duncan Financial Group, LLC's email format?

Duncan Financial Group, LLC's email format typically follows the pattern of First@dfgroup.org. Find more Duncan Financial Group, LLC email formats with LeadIQ.

Duncan Financial Group, LLC

Q: How many employees does Duncan Financial Group, LLC have currently?

Duncan Financial Group, LLC has approximately 1 employees.

Q: What industry does Duncan Financial Group, LLC belong to?

Duncan Financial Group, LLC operates in the Financial Services industry.

Q: What technology does Duncan Financial Group, LLC use?

Duncan Financial Group, LLC's tech stack includes jQuery, Cloudflare, Google Tag Manager, FMG Suite, Google Fonts API.

Q: What is Duncan Financial Group, LLC's NAICS code?

Duncan Financial Group, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States0-1 Employees

Duncan Financial Group, LLC operates in the financial services sector as an independent registered investment advisory firm. Its approach centers on financial planning and investment management aimed at reducing worry about the future while helping clients pursue personal goals and financial harmony. The firm emphasizes a tailored, client-focused experience in which advisers work to identify risks and opportunities and reinforce clients’ strengths, operating as a boutique family business that prioritizes confidentiality and objective service.