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Howard Park Duncan

Howard P. Duncan

AVITY INVESTMENT MANAGEMENT | Principal
GREENWICH, CT 06830
Some features on this profile are disabled
CRD#: 4340489
Howard Park Duncan

Professional summary

Howard Park Duncan is a registered financial advisor currently at AVITY INVESTMENT MANAGEMENT INC. located in Greenwich, Connecticut.

Howard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Howard has worked at 1 firm .

top-8-questions

Question & Answer

What are your service offerings?
Financial planning
Trading individual securities
Institutional consulting
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Park Duncan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 14, 2000 - Present

AVITY INVESTMENT MANAGEMENT INC.

Office #1: 80 Field Point Road, Greenwich, CT 06830
RIA
CRD#: 104623
GREENWICH, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
AVITY INVESTMENT MANAGEMENT INC.
AVITY INVESTMENT MANAGEMENT INC. | GILLESPIE ROBINSON & GRIMM INC

CRD#: 104623 / SEC#: 801-6449

RIA
Registered Investment Advisory firm - (3/26/1970 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(3/14/2000)

Exams

Current Firm

AI
AVITY INVESTMENT MANAGEMENT INC.
AVITY INVESTMENT MANAGEMENT INC. | GILLESPIE ROBINSON & GRIMM INC

CRD#: 104623 / SEC#: 801-6449

RIA
Registered Investment Advisory firm - (3/26/1970 Approved)
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Contact information

Main Address
80 Field Point Rd., Greenwich, CT 06830-6416
Mailing Address
Phone number
(203) 629-2800
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 (11/3/2025)

Regulatory assets under management

Total Number of Accounts796
AUM (Assets Under Management)$ 1,862,947,298

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AVITY INVESTMENT MANAGEMENT INC.

PrincipalCRD#: 104623Greenwich, CT 06830

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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