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William Kirkus Dugdale

MONTCHANIN ASSET MANAGEMENT, LLC·MONTCHANIN, Delaware
MONTCHANIN ASSET MANAGEMENT, LLC
10 WEST ROCKLAND ROAD, MONTCHANIN, DE 19710CRD# 4451086Firm CRD# 304367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Kirkus Dugdale · MONTCHANIN, DE
Registration
CRD #4451086 · MONTCHANIN ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

William Kirkus Dugdale is a registered financial advisor based in MONTCHANIN, Delaware, affiliated with MONTCHANIN ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MONTCHANIN ASSET MANAGEMENT, LLC
MONTCHANIN ASSET MANAGEMENT, LLC
AUM
$108M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MONTCHANIN ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4451086
Firm CRD# 304367
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Kirkus Dugdale offer?
William Kirkus Dugdale specializes in Investment Management, Fee-Only Advisory. Contact their office in MONTCHANIN, Delaware for a consultation.
What are William Kirkus Dugdale's credentials?
William Kirkus Dugdale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Kirkus Dugdale located?
William Kirkus Dugdale is based in MONTCHANIN, Delaware, working with MONTCHANIN ASSET MANAGEMENT, LLC. Their office serves clients in the MONTCHANIN metropolitan area and surrounding communities.
How does William Kirkus Dugdale charge for services?
William Kirkus Dugdale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTCHANIN ASSET MANAGEMENT, LLC?
MONTCHANIN ASSET MANAGEMENT, LLC has approximately 2 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONTCHANIN ASSET MANAGEMENT, LLC

Douglas Carpenter Mccoy
MONTCHANIN, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)REHOBOTH BEACH (8)0000740272 (4)ROCKLAND (3)CLAYMONT (2)
City Guides
WILMINGTON GuideGREENVILLE GuideDOVER GuideLEWES GuideNEWARK Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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