DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

MEMPHIS, TN

(901) 435-4250

SEC #801-81015

Total AUM

$2.7B

Employees

Clients

2,238

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

5350 POPLAR AVENUE
SUITE 600
MEMPHIS
TN 38119
United States

Operating Hours

8:30 A.M. TO 4:30 P.M. CST
Monday - Friday

Phone

(901) 435-4250

Financials

Total AUM

$2.7B

Accounts

2,238

Discretionary

$2.2B

Accounts

1,915

Non-Discretionary

$449.3M

Accounts

323

Clients

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Individual Clients

1,604

AUM

$318.2M

HNW Individual Clients

397

AUM

$482.2M

Pension/Profit Sharing Plan Clients

140

AUM

$1.6B

Charitable Organization Clients

AUM

$139.1M

Government Entity Clients

AUM

$11.7M

Corporation or Business Clients

AUM

$109.5M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

ALARAZCACOCTFLGAILLAMAMDMIMOMSNCNDNMNYOHORPASCTNTXVAWA

Affiliates

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Affiliates

Reported 1 business affiliate.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.