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William Mccomb Dunwoody

INVERNESS MANAGEMENT, LLC·NEW CANAAN, Connecticut
Clean recordINVERNESS MANAGEMENT, LLC
21 LOCUST AVENUE, SUITE 1-D, NEW CANAAN, CT 06840CRD# 73768Firm CRD# 160909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Mccomb Dunwoody · NEW CANAAN, CT
Registration
CRD #73768 · INVERNESS MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Mccomb Dunwoody is a registered financial advisor based in NEW CANAAN, Connecticut, affiliated with INVERNESS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
INVERNESS MANAGEMENT, LLC
INVERNESS MANAGEMENT, LLC
AUM
$173M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at INVERNESS MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 73768
Firm CRD# 160909
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Mccomb Dunwoody offer?
William Mccomb Dunwoody specializes in Retirement Planning. Contact their office in NEW CANAAN, Connecticut for a consultation.
What are William Mccomb Dunwoody's credentials?
William Mccomb Dunwoody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Mccomb Dunwoody located?
William Mccomb Dunwoody is based in NEW CANAAN, Connecticut, working with INVERNESS MANAGEMENT, LLC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.
How does William Mccomb Dunwoody charge for services?
William Mccomb Dunwoody's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVERNESS MANAGEMENT, LLC?
INVERNESS MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $173M in regulatory assets under management. See their Form ADV for full details.
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Dean Anderson
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