{"url":"https://nivawealth.com/firms/duff-and-phelps-investment-management-107296","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107296","regulatoryAum":12746937964,"crd":"107296","secFileNumber":"801-14813","legalName":"Duff & Phelps Investment Management Co.","displayName":"Duff & Phelps Investment Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/duff-&-phelps-investment-management-co./","founded":null,"organization":"Illinois corporation","fiscalYearEnd":"December","headquarters":{"street":"10 S. 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They include 14 investment companies, 9 corporations and other businesses and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Duff & Phelps Investment Management offer?","answer":"Duff & Phelps Investment Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Duff & Phelps Investment Management use?","answer":"Duff & Phelps Investment Management’s separately managed account assets are held at State Street Bank & Trust Company (Quincy, IL), with $589,104,860,458, Citibank, N.A. (Canary Wharf), with $1,230,509,471, The Bank of New York Mellon (Pittsburgh, PA), with $1,228,394,347 and The Northern Trust Company (Chicago, IL), with $494,494,536. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Duff & Phelps Investment Management have?","answer":"Duff & Phelps Investment Management has 2 investment adviser representatives registered with state securities authorities, out of 53 employees, and 26 perform investment advisory functions. 15 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Duff & Phelps Investment Management invest in?","answer":"At the end of its last fiscal year, Duff & Phelps Investment Management’s separately managed accounts held 82% exchange-traded equities, 11% U.S. government and agency bonds, 5% investment grade corporate bonds, 1% state and local bonds and 1% cash and equivalents. 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