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Building 2DUNCAN-WILLIAMS, INC.

Map pinMEMPHIS, TN
Phone901-260-6800
NotebookSEC #801-68820
Total AUM
$30M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6750 POPLAR AVE. SUITE 300
MEMPHIS
TN 38138
United States
Operating Hours
8 A.M.-4:30 P.M. CST
Monday - Friday
Phone
901-260-6800

ReceiptFinancials

Total AUM
$30M
Accounts
128
Discretionary
$3.7M
Accounts
24
Non-Discretionary
$26.3M
Accounts
104

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Violation FindingPending Civil ProceedingSRO Rule Violation
State Registrations
OHTN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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